Home ebook editions

ebook editions

Fränzo Friedrich, Head of Marketing, Momentum Investments

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.
A fiduciary meeting with a client to draft a will

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.
A couple getting a divorce.

Some important changes in the world of divorce law

Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa.
A financial planner meeting with clients

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
Evan_Gilbert

ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.

Next Generation Certification Standards

Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.
Florbela_Yates_DTOI5458

How to get the year off to a good start.

The start of a new year is a great time to reflect on what worked and what didn’t in the past.

Momentum Investments’ new CEO: Ferdi van Heerden

Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.

Offshore investing: where, how and how much?

In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
Head of Equilibrium

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.