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May/June/July 2023

ChatGPT: the lean mean learning machine

The more technologically advanced we become, the more we need to go back to the basic fundamentals of human connection, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
A shift in geopolitics and economic policy

Is this a reset?

Inflation has surged and this has led to the end of the easy money era says, Mike Adsetts, Acting Chief Investment Officer, Momentum Investments
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South Africa’s savings culture

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, emphasises risk profiling as key to suitability of financial advice and understanding psychology of finance for clients' retirement planning.

Ensuring your retirement savings last

By focusing on asymmetry, outcomes can be managed in a more predictable fashion while providing for enhanced compound annual growth rates, says Lehan Kruger, Portfolio Manager, Glacier Invest
In search of the Holy Grail

The search for the Holy Grail

We live in a world that is continuously evolving. This creates uncertainty and makes giving advice challenging, especially if the investment managers you have recommended to your clients do not perform in line with expectations.