Market movers
The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Is venture building the secret sauce for creating new companies?
Companies are specialising in “venture building”, offering their services to corporates to assist them in leveraging their assets to create innovative small businesses along their supply chain. Venture builders are offering more than incubators and accelerators. One such venture builder, Specno, gives local and international examples of where this is working and says it’s bringing a startup approach to corporate innovation.
The data which shows the perils of chasing past stock market...
Duncan Lamont, Head of Strategic Research, Schroders, examines the data which shows the perils of chasing past stock market winners.
Independence: is it important?
Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
From estates to precincts: a property evolution
Estate living is growing in popularity in South Africa at the same time as the concept is evolving to include a broader range of properties and services. These larger areas, precincts encompassing residential, educational, retail and commercial users, are being developed in all parts of the country, writes John Young.
Real estate market rebasing: What does it mean for investors?
Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
Are independent financial planners facing extinction?
According to Warren Ingram, CFP®, Galileo Capital, independent financial planners are often seen as more trustworthy due to the lack of commission-based incentives, but they face challenges such as regulatory costs and competition from corporate financial planning firms, which may compromise advice standards due to product incentives.
Courage: essential for authentic financial planning
Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
Success by her design: 5 ways financial advisers can help bridge...
While progress has been made toward gender equality, women still face financial challenges, such as the gender pay gap and the "pink tax," that hinder their financial wellness. Momentum Senior Legal Adviser Sharon Hamman emphasizes the vital role financial advisers can play in closing this gap.
Small business can do the business in Africa
Several economic analysts and financial sector experts have identified Africa as the next frontier for growth and development. Currently, the continent has the youngest...
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AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.




















