Aug/Sept/Oct 2024

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Having a financial planning and investment philosophy is key to influencing...

I am always surprised when I ask a financial planner about their financial planning or investment philosophy and get a blank stare in response. When...
Abstract financial graph with up trend line candlestick chart and number in stock market on blue color backgroundAbstract financial graph with up trend line candlestick chart and number in stock market on blue color background

Market movers

The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Offshore investing

Offshore investing: tax issues and jurisdictions

Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
Lara Warburton giving her acceptance speech after receiving the FPI FP award.

Independence: is it important?

Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

The two-pot (three-component) system

Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients.
fund management firms

The investor value of smaller fund management firms vs the big...

The current approach perpetuates an environment without an incentive for anyone to start a new small fund management firm, says Reza Khan, Lodestar Fund Managers.
Carmel wealth

Supporting independent financial advisors with growth and succession

Carmel Wealth’s is committed to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
Are independent financial planners facing extinction

Are independent financial planners facing extinction?

According to Warren Ingram, CFP®, Galileo Capital, independent financial planners are often seen as more trustworthy due to the lack of commission-based incentives, but they face challenges such as regulatory costs and competition from corporate financial planning firms, which may compromise advice standards due to product incentives.
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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.
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