Interest rates may be coming down but the era of free...
Marriott responds to the downward trajectory of inflation by launching two new portfolios within the International Investment Mandate as a tax efficient investment option.
Unlocking hyper personalisation: AI’s role in redefining customer experience
Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Kenny Rabson: the visionary leader behind Discovery Invest’s growth and success
Look back at the 24 year career trajectory of Discovery Invest's CEO, Kenny Rabson. A CEO that has led the company into becoming one of SA's fastest growing active unit trust investment managers.
The 7 Pillars of Financial Health: Partnering with a Professional to...
Reg Thomson reviews Rob Macdonald's new book.
A leap forward into a new digital era
Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
Investing in new highs
While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory
Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
Getting SARS to sponsor your retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Most Popular
Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein
Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
South Africa’s Q1 GDP: A marginal win, but still a long road ahead
South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a
point of optimism over the future in this cycle of technology innovation.