Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
Global model portfolios for your advice practice
Interest in investing offshore has surged in South Africa, however, the investment opportunity set available offshore is vast. Florbela Yates outlines the benefits of partnering with a discretionary fund manager like Equilibrium.
The Bermuda Triangle of change in the future of financial advice
Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Leveraging the two-pot system for entrepreneurial growth
Farzana Botha, Segment Manager at Sanlam Risk and Savings, discusses the proposed two-pot system that is set to take effect in March 2024. As a financial adviser, it is crucial to understand how this new structure will offer self-employed clients the lifeline of accessing a savings portion of their personal retirement savings.
Is the future still bright for the Super-7?
Alex Tedder, the Head of Global & Thematic Equities at Schroders, states that after a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
What does the future of financial advice look like?
Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
Barriers to entry for women must be unlocked
The renewable energy sector is powering ahead, but Linda Mabhena-Olagunju of DLO Energy Resources Group says that more must be done to include women.
The future of retirement planning: two-pot system insights
According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Investors lose millions due to their switching behaviour
Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Momentum Investments’ new CEO: Ferdi van Heerden
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
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How people become wealthy
But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time.
Think Warren Buffett and Berkshire...
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management Conferences 2025
Save the date for the 2025 Humans Under Management Conferences
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