Are independent financial planners facing extinction?
According to Warren Ingram, CFP®, Galileo Capital, independent financial planners are often seen as more trustworthy due to the lack of commission-based incentives, but they face challenges such as regulatory costs and competition from corporate financial planning firms, which may compromise advice standards due to product incentives.
Courage: essential for authentic financial planning
Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
Success by her design: 5 ways financial advisers can help bridge...
While progress has been made toward gender equality, women still face financial challenges, such as the gender pay gap and the "pink tax," that hinder their financial wellness. Momentum Senior Legal Adviser Sharon Hamman emphasizes the vital role financial advisers can play in closing this gap.
Small business can do the business in Africa
Several economic analysts and financial sector experts have identified Africa as the next frontier for growth and development. Currently, the continent has the youngest...
How employee benefit firms use AI to beat the competition
Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.
Advice: the key to building and protecting financial dreams
In our complex and fast-moving world, quality advice aligned to our clients’ specific needs is the most valuable key to building and protecting financial dreams. At Momentum, this is exactly what our purpose is.
What role can global commercial real estate play in a portfolio?
Kieran Farrelly and Sophie van Oosterom from Schroders examine how advanced private wealth investors are increasingly recognising the advantages of integrating diverse commercial real estate strategies into their portfolios.
Market structures are broken, and value investing is dead
Investing based on the cash flows a company is expected to generate, rather than based on the price one expects the market to pay for the shares of the company, makes as much sense today as it always has, writes Wilhelm Hertzog of Rozendal Partners.
Capital Legacy Announces New CEO: Craig Harding
Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
Post-retirement income options amid potentially higher inflation
Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.
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Are private capital markets “risky” investments?
Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.
Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
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