Home ebook editions April 2020

April 2020

The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

Holistic education programmes

Equipping learners to be more effective financial planners.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

Deploying technology in business

Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.

Prepare for the decade to come

Future-proofing FPI by putting members first.

Client before compliance

How to future-proof in the new regulatory environment.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.
Stock Market Crash - Graph

Investors get the jitters

Economic impact of COVID-19.

Diligent evaluation

How to get the most out of your relationship with your DFM.

Invest globally, locally

Satrix offers a wealth of offshore investment options.
- Advertisement -

Most Popular

Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact in 2025 

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.

A home for independent financial planners

There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
- Advertisement -