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...
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: 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 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.
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.
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.
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.
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.
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?
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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Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Choose your poison
Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
Award-winning pedigree
Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
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