Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
Celebrating great standards in Financial Planning
While the flagship Financial Planner of The Year Award has closed, all other categories are still open for this year's FPI Awards. Nominations close 3 August 2020. The award categories
If you can’t ride your bike all month, should you be...
A bold new wave of Insurtech startups are doing for insurance what Fintech did to the finance industry a few years back
Coronation Fund Managers supports the Solidarity Fund
In response to the President's call for contributions, 90 employees and the senior leadership from Coronation Fund Managers are pledging a portion of their salaries for a period of three months to the Solidarity Fund.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
Leverage the hedge
South African equity hedge funds have consistently outperformed equity funds over the last three to five years, so why don’t more financial advisors allocate...
Humans Under Management
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
- Advertisement -
Most Popular
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.
Learnings from the field: IFA mergers and acquisitions
Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
From wealth to wellbeing: helping clients thrive, not just survive
Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions.
Mazi Asset Management
Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.
- Advertisement - 
