Hester van der Merwe CFP® looks back on her experience of winning last year’s FPI Financial Planner of the Year Award.
A Blue Chip interview with Theo Terblanche, Executive Head of Investment Management at Momentum Investments.
A valuable attribute of any good portfolio manager is to have an investment philosophy and process, based on solid, first principles and to stick with the philosophy and process. Most would agree with the statement.
South Africa’s retirement savings shortfall is both well-documented and alarming. To make it easier for people to save adequately for retirement, government recently introduced the Taxation Laws Amendment Act. Andrew Davison, Head of Advice, Old Mutual Corporate Consultants, explains the implications of the new Act.
Whether you’re a financial planner, fashion designer or fireman, awards are a great way to enhance your reputation, boost company morale and maintain talent.
How will your client judge the value of your work when they evaluate it in the future? The ability to facilitate a conversation that transports the client into the future, disconnecting themselves from the present, is a skill we all need to develop and practice.
What do your clients care about the most? Guy Holwill, CEO, Fairbairn Consult, asks the question: Wouldn’t it be better if you structured your conversations around the thing that matters most to your clients: whether they are on track to achieve their financial goals?
Grant Locke, Head of OUTvest, describes how OUTvest helps financial advisors streamline the way they do business and thereby scale their advice practice, with a powerful white-label investment platform, designed from the ground up to focus on helping investors achieve their objectives.
In this, the first of a four-part miniseries, Kenny Rabson, CEO of Discovery Invest, delves into the digital disruption of work and why it is contributing to an urgent need for a paradigm shift when it comes to planning for financial freedom.
The ability for a business to be able to make best-of-breed technology decisions is spectacularly enhanced by its integration options. Jen McKay, Director at Linktank, believes it is fair to say that such a technology model cannot sustainably endure without integration.