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
High-net-worth sector rife with opportunity
Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.
How ESG missteps impact future performance
Research supports the view that companies that neglect stakeholders pose greater risks to investors. In this article, Katherine Davidson, Portfolio Manager and Global Sector Specialist at Schroders, expounds on the research and emphasises why 'corporate karma' is crucial for your investment returns.
New global report reveals evolution of the family office ecosystem
Key findings from Ocorian’s new report – an international study with more than 130 family office professionals responsible for around $62.425 billion assets under...
Leverage the looming two-pot system to boost your retirement savings
It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
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Unpacking absolute return: Is this the most misunderstood strategy in today’s market?
Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.
How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
Should you invest in gold?
Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate.
The 4 cornerstones of a sustainable financial planning business
Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning.
Investing’s holy grail?
Investors are often confronted with a range of considerations, from how to access
hedge funds, to which strategies to choose and whether hedge funds are
appropriate for their portfolios, writes Jean-Pierre Matthews of Matrix Fund Managers
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