AI is not coming for your financial planning job
Zeldeen MuĚller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clientsâ nest eggs⌠if you let it.
Edify Fund Managers
Edify Fund Managers has a client base of 25 financial advisors and an AUM of R1.8-billion.
A âsuper El NiĂąoâ threatens waves of commodity-driven inflation into 2027
A potentially strong El NiĂąo in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next yearâs food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
Helping clients during times of volatility and uncertainty
Risk and uncertainty are inseparable from investing. Helping clients understand them and remain aligned to their long-term goals, especially when markets become volatile, is crucial, writes Carl Chetty, Head: Investment Proposition at Equilibrium.
Not all green is the same: what you should know about...
Responsible investment has grown into one of the most complex and contested corners of the asset management industry, writes Sam Bovim of the Fossil Free South Africa team.
Anchor Capital brings high-conviction active strategies to the JSE in low-cost...
Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firmâs high-conviction local and global equity strategies through a transparent, cost-efficient structure.
Ignore asset allocation at your peril
In their seminal piece titled Determinants of Portfolio Performance (1986), Brinson, Hood and Beebower set out to explain the variance of portfolio returns by deconstructing the quarterly returns of 91 large US pension plans over the period 1974 to 1983 into asset allocation and security selection decisions writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.
Pleasant with intervals of clouds and sunshine
For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clientsâ need for stability, asks Galileo Capital's co-founder Warren Ingram?
A DFM who is not just talking technology
AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.
Enhancing value and diversification
Independent Investment Solutionsâ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.
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From reactive giving to intentional impact: what 15 years of donor behaviour reveal
Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.
Optimising hybrid retirement strategies
Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities.
Stewards Inc. begin trading on Nasdaq Capital Market under symbol âSWRDâ
Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.
Arista Networks: Connecting AI InfrastructureÂ
Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.
US midterms: what will the outcome mean for US assets and the dollar? Â
Schroders looks at how outcomes might impact US debt and thus the marketsâ response to US assets and the dollar.Â
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