Feb/Mar/Apr 2024

Greig Phillips, Investment Specialist, Fundhouse

The growing threat of cybercrime

Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.
Sanisha Packirisamy, Economist, Momentum Investments

Top 10 trends shaping tomorrow

Sanisha Packirisamy, Momentum investments, shares 10 trends that are likely to shape the trajectory of global politics, economics and financial markets in the months to come. 
Psychology and AI in Investments

Psychology and AI in investments

AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...

A leap forward into a new digital era

Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
A couple getting a divorce.

Some important changes in the world of divorce law

Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa.
Evan_Gilbert

ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
Nici Macdonald

Next Generation Certification Standards

Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.
Florbela_Yates_DTOI5458

How to get the year off to a good start.

The start of a new year is a great time to reflect on what worked and what didn’t in the past.
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Zeldeen Müller, CEO, AgendaWorx

I asked three AIs the same retirement questions

Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…

Reclaiming your future through financial freedom

Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.

FPI Retirement and Investment Masterclass

Learn from industry experts in the FPI's Retirement & Investment Masterclass

Maximising offshore allocation in a living annuity

South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments.

Rethinking retirement

South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
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