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The business of financial advice is constantly evolving. Keeping up isn't enough anymore - we need to stay one, two or three steps ahead of it…
07 March 2022
The Definition of Advice: Informed Opinions as a Guide to Action
Over the last year, we have explored in depth how Momentum has embraced an advice-led strategy to achieve the best possible outcomes for clients.
The definition of the advice we are referring to is, quite literally, the dictionary - or textbook - version. And it implies that as much as every action has consequences so does every piece of advice taken. But what does that mean for you, the IFA? It means that you have an incredible responsibility to stay as informed as possible about the market, current events, and the status quo. Most importantly, you must be able to differentiate between facts and opinions – before you provide advice to your clients.
At Momentum, we are committed to be your partners in Advice… and here at Momentum Connect we are stepping up the game!
Why? Because it’s in our DNA to care. It’s in our culture to collaborate. And as the nature of advice itself evolves, the only way to separate fact from fiction is to CONNECT.
The business of financial advice is constantly evolving. Keeping up isn't enough anymore - we need to stay one, two or three steps ahead of it. At Momentum we are committed to our partners in advice and we endeavour to keep IFA's abreast of what is happening around us.
In the first of what is to become a regular segment on Momentum Connect, Petrea and Marlies will highlight important and noteworthy news stories and other issues that are part of the contemporary zeitgeist.
In this time of madness and misinformation, it is essential to be circumspect about who you lend your ears to. Journalist, radio personality, motivational speaker and general genius, as well as author of the bestseller, 'The Upside of Down,' tells it like he sees it!
The Covid-19 virus itself has had many multiple mutations - and so has its effect on society at large. Momentum Health Solutions' expert epidemiologist is back to shine some light on what is expected with regards to the pandemic and its impact for 2022.
In light of the recent National Budget Speech, tax experts from PKF Octagon address its effect on the industry - especially in the areas of Health, Retirement and Offshore Investments.