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Blending security and flexibility for retirement 

One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
Using hedge funds to harness the power of compounding

Using hedge funds to harness the power of compounding

The magic of compounding, as it relates to long-term investment returns, cannot be overstated writes James Corkin, Portfolio Manager, Steyn Capital Management.
credit Rob Hampson

Lessons in customer centricity

Teachings from the use of mobile apps in the insurance industry have given Yaron Assabi, the founder of the Digital Solutions Group (DSG), unique insights into how a frictionless commerce experience can improve customer retention.

Register for the FPI Professional Competency exams

The Professional Competency examinations allows candidates to demonstrate their ability to apply financial planning concepts in real-world scenarios.
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Cybersecurity: building awareness and resilience in an ever more complex technology landscape

Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
The Alternative Investments Forum 2024

The Alternative Investments Forum 2024

The Collaborative Exchange presents the 2024 Alternative Investments Forum. The only conference focused on alternative assets and investing.
Inflation stock image from CANVA

Will June be the month when all three of the BoE,...

The Bank of England, US Federal Reserve, and European Central Bank have maintained their interest rates this month, but market expectations are now leaning towards cutting rates in June say Azad Zangana, Senior European Economist & Strategist at Schroders.
Discovery Invest

Structured products provide an investment lifeline in a volatile world 

Discovery Invest has launched a new and enhanced version of this popular structured note, the Discovery Capital 200|300+. The Discovery Capital 200|300+ products pay a 100% gross return on investment after five years if the underlying global share portfolio return is flat or positive over the five-year period.
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Coronation scoops international award for women empowerment in London

Coronation Fund Managers is honored to receive the 100 Women in Finance Europe, Middle East and Africa (EMEA) Diversity, Equity and Inclusion (DEI) Award for 2024.
Greig Phillips, Investment Specialist, Fundhouse

The growing threat of cybercrime

Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.
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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.
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