Carrick Wealth: The Best Adviser Firm in South Africa
South African wealth management and investment firm Carrick Wealth has just been announced as the winner in the prestigious International Adviser Best Practice Adviser Awards 2020 as the Best Adviser…
At the Carrick Virtual Conference held on 14th January 2021, CEO Craig Featherby and his team outlined the strategy behind Carrick 2.0: The Next Chapter. When Carrick Wealth launched in 2014, it set about changing the face…
This past week saw about a third of the S&P 500 companies report results and earnings, making it the busiest week of the second-quarter earnings season. Companies topped estimates at…
We never know what lies ahead so whether you’re newly-wed or reaching retirement, you should have a discussion around your wealth transfer plans with your spouse. Many people view estate planning in isolation and as something…
In order to communicate complex financial matters, explain investment opportunities and unpack the personal requirements inherent in wealth management planning, it is essential that an advisor and client are on…
On Monday U.S. financial markets sold off as growing fears of a slowing pace of economic growth, increasing delta variant infections, and heightened fears of inflation weighed on investor sentiment.…
Not all emerging markets are created equal; which is why it is almost impossible to extrapolate insights into unique regions such as Asia, Africa or Latin America onto another part of the world. Similarly, it…
Consumer goods companies have long practiced what is termed ‘market segmentation’ – grouping customers according to their perceived needs as well as other factors such as age, income and geographic location. This enables companies to tailor their offering so clients get the…
U.S. inflation remained in the spotlight this week, with core consumer prices (excluding food and energy) increasing by 0.9% in June, nearly twice consensus estimates. This was also the fastest…
It is with great pleasure that Carrick Wealth announces the appointment on contract of Gareth Bew as the Group’s Director: Technology. Gareth is a highly skilled and qualified achiever whose…
Kicking yourself for not saving earlier? You may be in your 40s or 50s but there’s still enough time to cultivate a healthy nest egg. Use these eight strategies to build enough capital to retire on your terms. …
Embarking on the journey towards financial freedom can be intimidating for a young adult who most likely had no financial education at school. Here are some tips for newbies in the workplace on how to start planning so…
Investing is a serious business and can be fraught with pitfalls – for novices and experienced investors alike. Here is a reminder of some investment basics. Accept that mistakes can be made. But…
In a meeting of the G-20’s finance ministers and central bank governors on Saturday, the group advocated for a tax plan that would cover how multinational enterprises reallocated profits and…
