The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
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.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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Blue Chip ETF Guide 2027
Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South...
Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth.
2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market
Europe’s booming UCITS ETF market presents new opportunities and challenges for issuers seeking investor access, writes Niki Giles, head of strategy at Prescient Fund Services
Retrenched, widowed or suddenly on one income? Navigating the financial aftermath
Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change.
Living with your partner? Why women may carry more financial risk
As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.
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