Intelligence: the emotional and the artificial
Emotional intelligence gives us the edge that will allow us to coexist and not resist artificial intelligence.
The art of estate planning
The role of a multi-family office in preserving wealth and protecting family legacies.
The status of Rooibos is internationally protected
The popular tea that is really a herb has a number of surprising qualities. Rooibos specialist Joekels shares 13 fast facts about South Africa’s beloved brew.
Technology and the customer experience
Francois du Toit, the CFP and founder of PROpulsion provides advice to financial advisors and planners who want to keep up with the significant transformation of the financial planning industry.
Get back on track, in four strategic steps
Karl Smith, Senior education, training and member support manager at SAIPA outlines the benefits of small businesses approaching Professional Accountants (SA) for advisory support.
Nature’s Dividend: investing with impact to tackle the dual climate and biodiversity...
Diane Laas and Rob Stewart, Global Impact Fund Managers at Melville Douglas, discuss how to invest with impact to target both the climate and biodiversity crises.
Demystifying Smart Beta
According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
Global model portfolios for your advice practice
Interest in investing offshore has surged in South Africa, however, the investment opportunity set available offshore is vast. Florbela Yates outlines the benefits of partnering with a discretionary fund manager like Equilibrium.
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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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