Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
Leverage the hedge
South African equity hedge funds have consistently outperformed equity funds over the last three to five years, so why don’t more financial advisors allocate...
Encouraging women to invest more
Q&A with Sonja Saunderson, Chief Investment Officer at Momentum Investments.
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The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
How to become a financial advisor in South Africa
The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.
The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and...
The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
Hollard Investment Managers
Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.
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