Capital Legacy Announces New CEO: Craig Harding
Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
Legacy in motion: Carl Coetzee appointed as a Managing Director within...
Carl Coetzee, the charismatic industry leader and former CEO of BetterBond, has joined Capital Legacy to head up their sales and distribution division.
Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer
Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year.
Brandon made the announcement to...
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From financial planning to financial coaching
Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice.
Treasury tightens tax net
For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager,
Private Client Holdings.
COFI Bill set to reshape financial advice industry
Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner
The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.
Helping clients turn wealth into lasting impact: The role of advisers in legacy giving
Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.
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