Building better futures
Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Optimum Investment Group (OIG)
Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.
Offshore investing isn’t just about diversification
Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.
MitonOptimal
MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.
Relevant, effective and decisive
Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively
Geopolitical risk can’t be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context, writes Johanna Kyrklund, CIO, Schroders.
Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
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Most Popular
Building better futures
Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
What is the real value of human financial planners?
AI can handle the numbers, but can it replicate the human relationship, asks independent consultant Rob Macdonald?
Tuning out global noise
Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Catering for bespoke needs
Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
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