Home ebook editions July/Aug/Sept 2021

July/Aug/Sept 2021

The gift that keeps on giving

Hester van der Merwe CFP® looks back on her experience of winning last year’s FPI Financial Planner of the Year Award.

Understanding investor behaviour

A Blue Chip interview with Theo Terblanche, Executive Head of Investment Management at Momentum Investments.

Principles, point of view and process

A valuable attribute of any good portfolio manager is to have an investment philosophy and process, based on solid, first principles and to stick with the philosophy and process. Most would agree with the statement.

What the new tax laws mean for sustainable retirement

South Africa’s retirement savings shortfall is both well-documented and alarming. To make it easier for people to save adequately for retirement, government recently introduced the Taxation Laws Amendment Act. Andrew Davison, Head of Advice, Old Mutual Corporate Consultants, explains the implications of the new Act.

Why business awards matter

Whether you’re a financial planner, fashion designer or fireman, awards are a great way to enhance your reputation, boost company morale and maintain talent.

The challenge of managing humans, not assets

How will your client judge the value of your work when they evaluate it in the future? The ability to facilitate a conversation that transports the client into the future, disconnecting themselves from the present, is a skill we all need to develop and practice.

How many of your clients really care about asset allocation?

What do your clients care about the most? Guy Holwill, CEO, Fairbairn Consult, asks the question: Wouldn’t it be better if you structured your conversations around the thing that matters most to your clients: whether they are on track to achieve their financial goals?

The future of investing

Grant Locke, Head of OUTvest, describes how OUTvest helps financial advisors streamline the way they do business and thereby scale their advice practice, with a powerful white-label investment platform, designed from the ground up to focus on helping investors achieve their objectives.

How the Fourth Industrial Revolution is creating the need for new...

In this, the first of a four-part miniseries, Kenny Rabson, CEO of Discovery Invest, delves into the digital disruption of work and why it is contributing to an urgent need for a paradigm shift when it comes to planning for financial freedom.  

Snakes and ladders – the industry technology integration game

The ability for a business to be able to make best-of-breed technology decisions is spectacularly enhanced by its integration options. Jen McKay, Director at Linktank, believes it is fair to say that such a technology model cannot sustainably endure without integration.