The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
Advisers urged to bridge the retirement execution gap
Money, Markets and Masterminds
21 minutes 2 seconds
3 months ago
Advisers urged to bridge the retirement execution gap
In the latest episode of Money, Markets, and Masterminds, editor Ruan Jooste speaks with Samukelo Zwane, product head at FNB Wealth and Investments, about the findings of this year’s retirement survey—and what they mean for financial advisers. While awareness around retirement is rising, execution remains weak, and a gap has opened between clients’ confidence and the quality of their plans. Zwane explained why inertia, not apathy, is the biggest threat to retirement readiness, how the two-pot system is reshaping advice, and why a good plan requires more than a checklist—it demands behavioural guidance and the emotional intelligence to meet each client where they are.
Money, Markets and Masterminds
The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
