Hildegard Lombard
Hildegard Lombard is a governance, legal, risk and compliance management consultant. She has worked in financial services, and have been involved in financial planner training, for more than 15 years. She holds an LLM degree, a Postgraduate Diploma in Financial Planning, and the designations of CPrac(SA), ICCP and IRMCert. She has a special interest in fintech and is currently studying towards a Postgraduate Certificate in Fintech Regulation at the University of London.
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Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
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