The power of incentives
Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".
A case for precious metals
According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns.
Shaping the future of investment management and advice, today
Momentum Investments’ Research Hive is a purposefully created hub of research and innovation activity dedicated to advancing the worlds of effective investment management and advice for both the business and our clients writes Eugene Botha, Deputy Chief Investment Officer at Momentum.
Consider the pros and cons of life and living annuities
Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Using hedge funds to harness the power of compounding
The magic of compounding, as it relates to long-term investment returns, cannot be overstated writes James Corkin, Portfolio Manager, Steyn Capital Management.
Could smaller companies have a bright spot despite a gloomy environment?
While it’s important to be mindful that investment performance can be hit by increasing the allocation to smaller companies too early, it’s prudent to ensure you have a seat at the table to avoid missing out on small-cap performance, which often arrives suddenly writes Nkosi Kondi, Country Head South Africa, Schroders.
Unleashing client success: the power of value-based conversations
Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
Corporate governance: a compliance or business issue?
Anton Swanepoel, Trusted Advisor, spotlights corporate governance as an integral factor in the Conduct of Financial Institutions (COFI) Bill.
Cybersecurity: building awareness and resilience in an ever more complex technology landscape
Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
Portfolio implications of JSE de-listings
Sean Neethling, Head of Investments at Morningstar South Africa, debates Market Concentration and Investment Portfolios implication associated with JSE de-listings.
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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...
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.
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.
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