Unlocking success: The power of process in sports and investing
According to Andrew Padoa, Portfolio Manager at Sasfin Wealth, a well-defined and repeatable process is one of the keys to success for achieving superior outcomes in both sports and investing.
Leading the way to pan-Africanism
Absa Index and Structured Solutions sits within Global Markets in the Corporate and Investment Banking division of Absa and is fundamental in the group’s objective of being a leading pan-African bank. Blue Chip caught up with Fundi Pikashe, CFP®, Head of Distribution: Structured Solutions, Corporate and Investment Banking, Absa.
Socially responsible investment: a lifeline, not a passing trend
According to David Le Page, Director, Fossil Free South Africa, if you are a truly conscientious financial advisor, there’s a vital conversation that you should be having with your clients: climate change.
The future of group risk: why a consultative approach is key...
According to Corinne da Silva, CFP®,
Business Development Manager at Jigsaw
Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover.
If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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.
What you need to know about AMETF transparency
According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more
dynamic and potentially higher-return opportunities.
Building a financially sustainable practice
Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
If you really want to influence a client’s behaviour, appeal to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
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How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM
Concentration, credibility and the importance of understanding risk
Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI).
The value of advice in the investment journey
Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, writes about how trusted financial advice helps South Africans turn long-term goals into achievable plans.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
Built to compound, built to last
Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven
hedge fund approach and long-term capital growth.
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