Annuities: choose wisely
Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University.
How to use financial products to enhance estate planning
An estate consists of the assets and liabilities that an individual accumulates during their lifetime and leaves behind at death. An individual should create and manage an estate plan to preserve, grow and protect their assets during their lifetime and ensure that those assets are transferred to successive generations, says Felicia Hlophe, Legal Advisor, Allan Gray
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Mulalo Nemataheni CFP®
Instant gratification and “vhathu vha dori mini” [what will people say] syndrome also play a major role in making people do things that only serve them now and not in the future, and not for the benefit of future generations, says Mulalo Nemataheni, CFP®, Founder and CEO, ImPowerX Advisory Services
Harnessing the power of digital solutions in wealth management
By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
Look both ways before you cross the BRICS Road
The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
Essential habits of highly successful FSPs under COFI
This article was inspired by legendary author, the late Stephen R Covey, whose bestselling book, The Seven Habits of Highly Effective People, impacted millions of...
The complexities facing investors (and asset managers)
Long gone are the days when asset managers became famous for managing balanced funds comprising 60% equities and 40% fixed income.
Big tech turnaround: What’s behind the recovery?
After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
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A will is not a commodity
To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®).
Protea Capital Management
Protea Capital Management is an investment management firm domiciled in South Africa, investing globally. The firm follows a proprietary “quantamental” investment approach, combining traditional...
How DIY investing fits in with financial advice: A conversation with Kapil Joshi
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.
Scaling new heights
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.
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