Two-pot reform: Resist the urge to access your retirement annuity savings...
"Understand that any withdrawal is a costly advance on your ultimate retirement benefit" writes Pieter Koekemoer, head of Personal Investments at Coronation.
Annual shareholder meetings need a shake-up, but how?
Shareholder meetings are often uninspiring but they are essential for shareholder democracy. We consider how they could be revamped to better serve the needs of all stakeholders writes Tim Goodman, Schroders.
Momentum Investments and Robeco launch partnership in Southern Africa
Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
Accelerating onshore geoscience mapping
The Council for Geoscience is in its sixth year of executing its Integrated and Multidisciplinary Geoscience Mapping Programme.
Closing the gap
Universities should be equipping students with the skills and abilities they need to thrive in the modern workplace, argues Cymbeline Harilal, Instructional Designer at The Independent Institute of Education.
Blending security and flexibility for retirement
One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
Using hedge funds to harness the power of compounding
The magic of compounding, as it relates to long-term investment returns, cannot be overstated writes James Corkin, Portfolio Manager, Steyn Capital Management.
Lessons in customer centricity
Teachings from the use of mobile apps in the insurance industry have given Yaron Assabi, the founder of the Digital Solutions Group (DSG), unique insights into how a frictionless commerce experience can improve customer retention.
Register for the FPI Professional Competency exams
The Professional Competency examinations allows candidates to demonstrate their ability to apply financial planning concepts in real-world scenarios.
Cybersecurity: building awareness and resilience in an ever more complex technology landscape
Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
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The power of understanding financial behaviour
How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.
Investment partnerships breed hedge fund excellence
Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.
Bitcoin in South African portfolios: Why a small allocation makes sense
This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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