Removing the jargon from your investment goals
Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
Life after work
Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
AI: an approach that will power change in almost every industry
Chris Willis, a Research Analyst at Melville Douglas, states that although artificial intelligence (AI) has long been a prominent topic, it seemed distant to many until it became widely accessible in 2023.
Youth Month 2024: How society can work to ensure a hopeful...
In 10 to 15 years teenagers and professionals under the age of 35 will be the driving force of South Africa’s economy. Youth are the future entrepreneurs, public sector leaders, NGO heads and C-suite executives of the country.
Collaboration and co-creating sustainable solutions
Coca-Cola Beverages South Africa believes in collaboration to ensure water sustainability.
Don’t let business get personal
Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
The power of balance in your advice practice
Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
Cogence’s first CEO, a seasoned leader in start-up ventures, finds the...
Cogence’s first CEO, Jonel Matthee-Ferreira, excels at building investment businesses and inspiring her team. She finds Cogence uniquely exciting and is confident that competitors cannot replicate it.
Shaping the future of financial planning in South Africa
The School of Financial Planning Law (SFPL) at the University of the Free State has long been a trailblazer in the field of financial planning. As Professor Liezel Alsemgeest, the School’s Director explains, high standards for teaching and research continue to keep SFPL at the forefront of the discipline in South Africa.
Why choose semi-liquid funds for investing in renewable infrastructure?
There are more opportunities for private investors to access renewable energy investments today, write Duncan Hale and Jack Wasserman of Schroders.
Advertisement
- Advertisement -
Most Popular
Four questions on investing in a geopolitically uncertain world
The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management.
COFI readiness
What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights.
Understanding you is where great advice begins
Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum.
A trusted partner
Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS)
has positioned itself to be a reliable partner that empowers advisors.
What makes a succession plan practically executable?
This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning.
- Advertisement - 
