Balancing process, speed and compliance in wealth management onboarding

In an age where digital experiences are benchmarked against platforms like Netflix, YouTube, and social media, client and adviser expectations in wealth management platforms are changing rapidly.

The Digital Lowdown: Technology in your practice

The digital advantage starts here. Join us for the first of a three-part webinar series designed to help you build a future-fit, digital-first advice practice.

> Watch now

State of retirement in South Africa: life after Two-Pot

It’s been nearly a year since South Africa’s Two-Pot retirement system came into effect, and now that the dust has settled, we’re taking stock: How have members responded? What impact has greater access to retirement savings really had? And what does the road ahead look like for retirement reform?

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Invest Insights

Monthly Market Wrap: May 2026
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: May 2026
By
INN8 Invest
Jun 4, 2026

Global shares rose and oil price dropped on US/Iran peace deal hopes

This ain't Texas… and it sure ain't no Hold 'Em
inn8InvestInsights
This ain't Texas… and it sure ain't no Hold 'Em
By
INN8 Invest
Jan 13, 2026

Insights from managers. Discipline from INN8 Invest

Are markets over-hyped? What global asset managers are thinking.
inn8InvestInsights
Are markets over-hyped? What global asset managers are thinking.
By
INN8 Invest
Nov 5, 2025

As we move into a new technological era, the comforts of a legacy world order are breaking down. We’re seeing a growing macro and geopolitical disconnect, alongside increasing divergence within markets and across asset classes.

Monthly Market Wrap: July 2025
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: July 2025
By
INN8 Invest
Aug 6, 2025

Markets on the up - snubbed The tariff show.

Monthly Market Wrap: May 2025
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: May 2025
By
INN8 Invest
Jun 5, 2025

Investors shook off trade war fears.

Game of Tariffs
inn8InvestInsights
Game of Tariffs
By
INN8 Invest
May 5, 2025

In a world where economic alliances are shifting and global markets are bracing for impact, a new power play has emerged – one with consequences as sweeping and unpredictable as any seen in the halls of the West(eros).

Monthly Market Wrap: April 2025
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: April 2025
By
INN8 Invest
Apr 30, 2025

Big U-turns prevent a meltdown in financial markets.

Monthly Market Wrap: January 2025
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: January 2025
By
INN8 Invest
Mar 5, 2025

Trump laid the groundwork for continental trade war.

Monthly Market Wrap: February 2025
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: February 2025
By
INN8 Invest
Mar 5, 2025

US stocks down as Chinese market surges

Make Investments Great Again!
inn8InvestInsights
Make Investments Great Again!
By
INN8 Invest
Jan 31, 2025

Adapting South African Investment Strategies to Global Shifts in 2025.

Join us for our first webinar of the year, as we explore how changing global and political conditions will impact South African investment strategies in 2025.

Beyond the ballot - Global Investment Insights in a Post-US Election World
inn8InvestInsights
Beyond the ballot - Global Investment Insights in a Post-US Election World
By
INN8 Invest
Dec 17, 2024

Although there is much talk of de-dollarisation and the rise of China, the United States remains the single biggest economy in the world - and one that continues to matter.

The Art of Balance: Mastering Multi Asset Fund Construction
inn8InvestInsights
The Art of Balance: Mastering Multi Asset Fund Construction
By
INN8 Invest
Jul 3, 2024

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.

Future Focus: The Power of Asset Allocation
inn8InvestInsights
Future Focus: The Power of Asset Allocation
By
INN8 Invest
May 2, 2024
Monthly Market Wrap: February 2024
inn8InvestInsights
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3
Minute Read
Monthly Market Wrap: February 2024
By
INN8 Invest
Mar 5, 2024

US inflation remains sticky – rate cut expectations pushed out

Monthly Market Wrap: January 2024
inn8InvestInsights
Monthly Market Wrap: January 2024
By
INN8 Invest
Feb 5, 2024

BIG TECH continues to drive global rally

Using AI to help in determining if past performance is a predictor of future success
inn8InvestInsights
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5
Minute Read
Using AI to help in determining if past performance is a predictor of future success
By
INN8 Invest
Jan 29, 2024

Investors often study historical fund performance relative to industry peers when selecting an investment fund/portfolio, and from experience, a 3-year performance number is a popular reference point.

DFM Monthly Wrap: November 2023
inn8InvestInsights
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3
Minute Read
DFM Monthly Wrap: November 2023
By
INN8 Invest
Dec 6, 2023

November marked the strongest monthly gains for risk assets this year, with a broad rally in both equities and bonds that was helped by a further slowdown in global inflation.

Future Focus: The Business of Asset Management
inn8InvestInsights
Future Focus: The Business of Asset Management
By
INN8 Invest
Oct 27, 2023

Learn more about the impact and importance of asset managers on the investment value proposition of financial advisers.

Future Focus: Man vs Machine
inn8InvestInsights
Future Focus: Man vs Machine
By
INN8 Invest
Jun 2, 2023

Is the future of investments “Man vs Machine” or “Man and Machine”? Discover what asset managers are thinking about the role of AI.

DFM Monthly Bulletin: April 2023
inn8InvestInsights
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3
Minute Read
DFM Monthly Bulletin: April 2023
By
INN8 Invest
Apr 24, 2023

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Carl Chetty.

DFM Monthly Bulletin: March 2023
inn8InvestInsights
DFM Monthly Bulletin: March 2023
By
INN8 Invest
Mar 16, 2023

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Lubabalo Khenyane.

DFM Monthly Bulletin: February 2023
inn8InvestInsights
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2
Minute Read
DFM Monthly Bulletin: February 2023
By
INN8 Invest
Feb 16, 2023

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Richo Venter.

Future Focus: Global Recession Looming
inn8InvestInsights
Future Focus: Global Recession Looming
By
INN8 Invest
Feb 2, 2023

Learn about the potential risks of a global recession and impact on local and global markets so you can easily advise your clients.

More savings, less tax - take advantage by contributing more to your retirement fund(s)
inn8InvestInsights
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7
Minute Read
More savings, less tax - take advantage by contributing more to your retirement fund(s)
By
INN8 Invest
Jan 25, 2023

In the first of an updated three-part series, we discuss how you can save on tax by starting to contribute – or contributing more – to your current retirement fund(s). The updated series focuses on section 11F of the Income Tax Act – the deduction of contributions to retirement funds.

DFM Monthly Bulletin: January 2023
inn8InvestInsights
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3
Minute Read
DFM Monthly Bulletin: January 2023
By
INN8 Invest
Jan 24, 2023

Take a look at what happened in last month’s markets and how it affected performance, with Portfolio Manager, Melvyn Lloyd.

Income Funds And Effective Yields – Mind The Pitfalls
inn8InvestInsights
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4
Minute Read
Income Funds And Effective Yields – Mind The Pitfalls
By
INN8 Invest
Jan 23, 2023

The main pitfalls associated with income funds and effective yields require research and a solid understanding of the fund’s strategy.

DFM Monthly Bulletin: December 2022
inn8InvestInsights
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3
Minute Read
DFM Monthly Bulletin: December 2022
By
INN8 Invest
Dec 20, 2022

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Carl Chetty.

Future Focus: Don't be greedy, don't be fearful
inn8InvestInsights
Future Focus: Don't be greedy, don't be fearful
By
INN8 Invest
Nov 16, 2022

Learn how investment teams manager their funds in times of high volatility – and more specifically, in times of deep market drawdowns.

DFM Monthly Bulletin: October 2022
inn8InvestInsights
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2
Minute Read
DFM Monthly Bulletin: October 2022
By
INN8 Invest
Oct 19, 2022

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Richo Venter.

DFM Monthly Bulletin: September 2022
inn8InvestInsights
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1
Minute Read
DFM Monthly Bulletin: September 2022
By
INN8 Invest
Sep 20, 2022

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Melvyn Lloyd.

DFM Model Portfolio Returns – The Proof is in the Pudding
inn8InvestInsights
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4
Minute Read
DFM Model Portfolio Returns – The Proof is in the Pudding
By
INN8 Invest
Aug 1, 2022

Although past performance is not necessarily a guide to future performance, it is one of many aspects to consider when making a comparison between ‘like-for like’ portfolios. Leigh Kohler explains...

DFM Monthly Bulletin: July 2022
inn8InvestInsights
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1
Minute Read
DFM Monthly Bulletin: July 2022
By
INN8 Invest
Jul 21, 2022

Reviewing June's markets and portfolio performance for INN8 Invest is portfolio manager, Richo Venter. In this short video, he covers panic selling across global and local financial markets, the ongoing war in Ukraine, and the battle against inflation.

The Multiplier Effect: How the Right DFM Partner Can Impact Your Bottom Line
inn8InvestInsights
The Multiplier Effect: How the Right DFM Partner Can Impact Your Bottom Line
By
INN8 Invest
May 12, 2022

Do you want to understand how the right discretionary fund manager (DFM) partner can elevate your business and unlock potential? It's called the multiplier effect and we've got the insight right here. This position paper dives into the impact a DFM has on the operations of an adviser's practice that highlights the value of financial advice.

The Geopolitics of Investing
inn8InvestInsights
The Geopolitics of Investing
By
INN8 Invest
Apr 27, 2022

In April 2022, we took a deep dive into the world of discretionary investment management as we bring you our latest proposition, INN8 Invest. Featuring Leigh Kohler, Daniel Silke and Georgina Smith.

Gains and Losses - Grossly Misunderstood
inn8InvestInsights
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4
Minute Read
Gains and Losses - Grossly Misunderstood
By
INN8 Invest
Mar 6, 2022

If you lost 50% of your money, what return would you subsequently need to get back to your original investment? Your gut instinct would probably be to say 50%, since that is how much you lost. However, with a little consideration you would get to the correct answer of 100%.

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