Tracy Benjamin

California, San Francisco

Blogger and Photographer at Shutterbean

food, photography & inspiration from the SF Bay Area. https://t.co/iOngURrCch

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Articles

CFPs, meet Russell Ho

2 weeks ago | citywire.com | Tracy Benjamin

Name: Russell Ho Firm: Succession Financial Planning, Gqeberha Position: Certified financial planner professional Who is your favourite type of client? My favourite type of client values long-term partnerships, is open to being coachable on their finances and wants to commit to transforming their relationship with money. They seek clarity, confidence and see financial planning as more than just the numbers. Already have an account?
CFPs, meet Gert Robbertse

3 weeks ago | citywire.com | Tracy Benjamin

Name: Gert Robbertse Firm: Consult Greenstone Position: Certified financial planner Already have an account? Do you personally advise on or manage investments for clients? Yes No Email preferences Breaking news, analysis and cutting edge commentary from our award-winning team and leading industry voices The latest news and other relevant content from selected Citywire partners By clicking Register you agree to our Terms & Conditions.
CFPs, meet Katie Smit

4 weeks ago | citywire.com | Tracy Benjamin

Name: Katie Smit Firm: Asset Tree Position: Certified financial planner Already have an account? Do you personally advise on or manage investments for clients? Yes No Email preferences Breaking news, analysis and cutting edge commentary from our award-winning team and leading industry voices The latest news and other relevant content from selected Citywire partners By clicking Register you agree to our Terms & Conditions.
An index-linked portfolio for the tilt to value, quality stocks

1 month ago | citywire.com | Tracy Benjamin |Jaco Visser |Eleanor Becker |Joe Stonor

As markets are increasingly jittery about the build-up of concentration risk in US technology stocks, local investors have an offshore alternative to diversify away from ‘hopes and dreams’ companies promising stellar earnings growth in years to come. The S&P Global Dividend Aristocrats Blend Index (Custom), the benchmark for the 10X iteration of the index, is composed of four regional versions of the dividend aristocrats indices: Canada, Europe, pan-Asia and the US.
Katie Smit: ‘It’s rewarding when clients act on my advice’

1 month ago | citywire.com | Tracy Benjamin

Name: Katie Smit Firm: Asset Tree Position: Certified financial planner Already have an account? Do you personally advise on or manage investments for clients? Yes No Email preferences Breaking news, analysis and cutting edge commentary from our award-winning team and leading industry voices The latest news and other relevant content from selected Citywire partners By clicking Register you agree to our Terms & Conditions.
Financial advisers, meet Caty Naudé

1 month ago | citywire.com | Tracy Benjamin

Name: Caty Naudé Firm: Ascor Independent Wealth Managers Position: Financial adviser and certified financial planner Already have an account? Do you personally advise on or manage investments for clients?
Portfolio managers, meet Nicole van den Munckhof

1 month ago | citywire.com | Tracy Benjamin

Name: Nicole van den Munckhof Firm: Independent Securities, Cape Town Position: Certified financial planner and portfolio manager Already have an account? Do you personally advise on or manage investments for clients?
PM of R1.2bn fund: Market moves around Budget delay were ‘all noise’

1 month ago | citywire.com | Tracy Benjamin |Justin Adam Brown |Jaco Visser |Eleanor Becker

The portfolio manager of the R1.2bn ClucasGray Equity Prescient fund believes the market moves around the delay to the 2025 Budget were ‘all noise’. Andrew Vintcent told Citywire South Africa that the significant moves following the postponement of the 2025 Budget last week were that bond yields increased, and that share prices of some of the JSE-listed consumer discretionary shares came under pressure.
Community question: What criteria do you use to segment your client base?

1 month ago | citywire.com | Tracy Benjamin

Client segmentation refers to the separation of a financial advisory firm’s clients based on different criteria. Purported benefits for advisers include being able to offer more personalised service, address specific client groups’ risks and needs and better allocate time and resources. There are a number of ways to segment a client base – for example, by using demographic, behavioural or financial factors. There are also many factors to consider. Already have an account?
Foord AA-rated PM: ‘Last year was interesting’

2 months ago | citywire.com | Tracy Benjamin |Patrick Cairns |Eleanor Becker |Jaco Visser

The Foord Equity fund enjoyed a particularly strong 2024, gaining 22.3% over the year, compared with the 13.4% gain of its Capped Swix benchmark. Over three years, the fund is now up an annualised 13.6% – well ahead of the 8.7% per year gain in the index. ‘Last year was interesting’ said Citywire AA-rated Wim Murray (pictured above), who co-manages the portfolio with Nick Balkin and Nancy Hossack.