Rob Macdonald | Perception is reality
This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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.
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When equal is not the same: Planning a legacy for a global family
When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.
AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
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