Articles and Insights

The fatal disconnect

In the Book of Genesis, God gives Adam and Eve dominion over all the earth, forbidding them only from tasting the fruit of the knowledge of good and evil.

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Performance Paradox

State Street’s Center for Applied Research presents the concept of personal performance in its 2012 whitepaper entitled The Influential Investor: How Investor Behavior is Redefining Performance. Conceptually,

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kitces.com-Using Age Banding

The very essence of saving for retirement is to accumulate a nest egg sufficiently large enough to replace the retiree’s employment income and sustain a stable standard of living throughout retirement.

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Evolution of Vanguards adviser alpha

Trends in the investment advice industry—regulation, fees, and technology-enabled competition—likely will continue to shape the contours of the advice industry and mold client satisfaction.

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Be Guide

The editor would like to thank Andreas Haberl and Chelsea Hulse for their help with this year’s BE Guide and Robert Metcalfe for writing a guest editorial.

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UK Advisers Relying on Model Portfolios

“UK Advisers Relying on Model Portfolios” More than three quarters of advisers in the UK use model portfolios according to new research which shines a light on the growing shift towards structured investment offerings. A survey from intermediary database provider Equifax Touchstone found 76% of advisers use model portfolios, with 70% of that group using…

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Twin Peaks Signed Into Law

Twin Peaks Signed Into Law” News 24 reported that President Jacob Zuma signed into law the Financial Sector Regulation Act 2017 on 21 August. The legislation – also known as Twin Peaks – was passed by Parliament in June and sent to Zuma for ratification.It makes provision for a so – called Twin Peaks model…

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National Health Insurance – boon or burden?

“National Health Insurance – boon or burden?” South Africans are understandably concerned about the future of healthcare delivery in our country and especially in light of the recent release of the White Paper on NHI. The healthcare consulting team at Chartered have raised some interesting points below that may assist members in grasping the key…

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Mitigating risk in a volatile market

Mitigating risk in a volatile market ​CNBC Africa’s Lindsay Williams talks to Marius Kilian from 2IP Independent Investment Partners to discuss portfolio structuring to mitigate risk in a volatile market.

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The importance of independence

The importance of independence… A humorous take on a rather serious topic, as depicted in the Interactive Brokers television advert “Grain of Salt”.

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Why we do what we do at 2IP

Why we do what we do at 2IP… It is all about saving IFAs and their clients time, to allow you to concentrate on the important things in life and your business. 

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A slogan we live by

A slogan we live by… Saving for retirement is not a sprint, but a marathon. We too believe that consistency in investments is the only currency that matters.

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