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 “SWRD”
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 Infrastructure
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...
Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar.
For retirement, it’s about the return you need
One of the biggest fears retirees face is outliving their savings, writes Martiens Barnard, Marketing Actuary at Momentum Investments.
The art of the long game
Why avoiding “landmines” is the ultimate investment strategy. By Stonehage Fleming.
It’s all in the “why”
Momentum Financial Planning’s Life Risk & Fiduciary Management team helps advisers turn real protection needs into conversations clients understand and act on. Blue Chip speaks to Life Risk & Fiduciary Manager, Walter Combrink.
Foundation Family Wealth Approved as an FPi Approved Professional Practice™
The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™.
Decomposing fixed income returns
South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer,
Independent Investment Solutions
Quality’s cul-de-sac: when great businesses move together
Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.
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AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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