Estate Planning

Estate planning

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
Signing will

Things to consider when drafting your Will and naming an Executor

When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
Photo of Brandon Garbutt

Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer

Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year. Brandon made the announcement to...
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
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How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not.

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace.

Guarding against the impact of the 3Ps in the current global system

Both business and industry have a role to ensure guardrails are in place to protect investors from the psychological phenomenon of “groupthink”.
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