Absa fund-linked solutions: bringing more efficiency to the Efficient Frontier
In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimising their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes.
The status of electronic wills in South African law: still hanging
Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
Client experience in the age of AI
Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.
Supporting the entrepreneurial spirit of IFAs in a market ripe for...
Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..
Benefits of outsourcing non-expertise functions as a small firm
As small firms, among the challenges we face is choosing the right outsourced people to work with as the business grows, while aligning with what is needed to be operationally fit in a complex regulated industry.
Best of both worlds
Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios.
Connecting with clients beyond technical skills
What makes one advisor connect deeply with their clients while another seems to struggle to get through? The secret often lies in something less tangible than financial knowledge or technical skill: it’s how we communicate.
Building emotional resilience in challenging times
Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
The ebb and flow of more caught than taught
Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
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Second surge of savings pot withdrawals
While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
Gen Z and Millennials are quietly disrupting the insurance industry
A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Institutional Investment Insights Conference 2025
This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.
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