Game of Loans: choosing an income manager
There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
The treatment of pension interests in divorce
Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
Addressing key risks in a retirement portfolio
One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
Profiling financial planners
What are the biggest mistakes that you see clients make?
The biggest mistakes we see clients make are usually related to emotion. People habitually give...
Artificial intelligence
The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
The future of digital currency in South Africa
South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
Capturing value for clients from South Africa’s ETF boom
The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.
Clicks, conversations, clients: discerning the art of timely advice in modern (family)...
Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
Enhancing client relationships through strategic touchpoints
Francois du Toit, the Founder of PROpulsion shares how to make your client relationships better by being deliberate in how you talk to them, using technology smartly and some simple tips.
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South Africa’s Q1 GDP: A marginal win, but still a long road ahead
South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a
point of optimism over the future in this cycle of technology innovation.
Join Money Maestros- ‘Retirement Income Workshops’ on the 18th of June 2025, Potchefstroom
Attend the Money Maestros 'Retirement Income Workshops' on the 18th June 2025 in Potchestroom- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
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