Do you really know your partner for life?
John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
The pinnacle of wealth curatorship
True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
The hype around investing offshore is back at the euphoric levels...
Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received, allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder funds, says Sheldon Holdsworth, Old Mutual International, Regional Offshore Specialist.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Latest claims statistics: a reality check for men
Statistics South Africa (StatsSA) confirm that women live considerably longer than men, on average.¹ The general consensus is that the combination of men’s lifestyle...
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The human edge: why AI will not replace the fiduciary advisor
Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.
Aligning physical health with financial security
On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing.
The structured products balancing act
Structured products offer a broad range of solutions across risk profiles and return objectives. The key is ensuring the selected structure aligns precisely with the client’s mandate and intended outcome, writes Jason Binneman, Executive: Investments at Nedbank.
How does the DFM business model support the sustainability of independent advice?
The rise of DFM-led communities presents both opportunities and challenges.
When gold miners became the new tech giants
Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
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