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

Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

Protected: A new era of wealth advisory partnerships 

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how.
Florbela_Yates_DTOI5458

How having a bias affects your potential returns as an investor

According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
- Advertisement -