Profiling financial planners
Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Regulation 28 and the paradox of choice
Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"
Maximising efficiency in board management
Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Reimagining retirement planning
According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Momentum Investments and Robeco launch partnership in Southern Africa
Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
Social media in financial planning
Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
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.
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Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
The pros and cons of using a hedge fund
Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.
Amplify Investment Partners
Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Philanthropy in South Africa: evolving trends and its role in a wealth management plan
Philanthropy is undergoing a significant transformation in South Africa.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
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