Leverage the hedge
South African equity hedge funds have consistently outperformed equity funds over the last three to five years, so why don’t more financial advisors allocate...
Encouraging women to invest more
Q&A with Sonja Saunderson, Chief Investment Officer at Momentum Investments.
Impressive returns
The HedgeNews Africa Awards 2019 took place at a gala dinner at the Vineyard Hotel in Cape Town on 20 February.
Financial planning while a storm is raging
People are scared, confused and vulnerable. We believe that this is your time to shine.
Humans Under Management
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
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The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
FPi Professionals Convention 2026 puts people, leadership and client outcomes at the heart of...
The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”
From financial planning to financial coaching
Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice.
Treasury tightens tax net
For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager,
Private Client Holdings.
COFI Bill set to reshape financial advice industry
Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
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