Psychology and AI in investments
AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...
Proper planning can ease the financial burden
Brian Harris, General Manager: Operations at Turnberry, outlines the many benefits of gap insurance cover, not least at the time of bereavement.
Investing in new highs
While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory
Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
Getting SARS to sponsor your retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
Some important changes in the world of divorce law
Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa.
Retail distribution in an energy-limited world
Solly Engelbrecht, National Logistics Executive at The SPAR Group sheds light on the step the retail giant utilises sustainable energy.
Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
The ultimate accolade
The FPI Financial Planner of the Year competition is renowned for its rigorous evaluation process that showcases the exceptional skills and abilities of the finalists. Lara Warburton, CFP®, stood out among a group of finalists including Thomas Brukman, CFP®, and Noel de Kock, CFP®, to secure the coveted title.
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Retirement, financial education, and the curious role of AI
David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action.
Blending annuities
Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.
Why hedge funds should be core to pension fund portfolios
Hedge funds offer steady, risk-managed returns – but if they’re so effective, why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
Legacy with purpose: empowering South Africans through knowledge
Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.
UJ joins the CPD landscape with a dynamic Masterclass series
University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.
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