SA’s Top Economists
The first prize-giving of the Economist of the Year competition to be held under the auspices of the Bureau of Market Research and Unisa was held in 2022.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Stockholm Syndrome: the short story of Embracer Group
James Corkin recounts the story of a recent successful short position in a high-flying gaming company, and how numerous accounting red flags should have been a warning to the company’s devoted supporters ahead of a major stock price collapse.
Advisers’ Next Big Thing
Ring-fencing future revenue takes early tactics and forethought. For advisers, now is the moment to identify the clients of the future and get them onto the books, says Deon Theunis, Head of Intermediary Support, Sanlam Risk & Savings
Tom Brukman, CFP®
What inspired you to become a financial planner?
I spent a good six months in my mid-twenties exploring what profession I could build a career...
Taking the path to financial health
I believe it is the job of financial planning professionals to build and continually reinforce the client’s trust in them and the process says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
Where do we stand now?
The current pace at which the Federal Reserve has increased rates is the fastest it has been in history says, Hannes Viljoen, CFA, CFP®,
CEO and Head of Investments,
Kudala Wealth
Construction hotspots
Infrastructure, renewable energy and hospitality are driving renewed growth in the African construction sector. By John Young
Demand for financial advice up 20% in year – what’s driving...
The rising cost of living, economic uncertainty, and geopolitical issues have driven-up demand for financial advice by 21.2% over the last year, according to...
How should investors respond to the stock market’s dwindling status?
Companies are abandoning the stock market in their droves, yet this is the main place where savers have put their money for long-term growth, says Schroders
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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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