Facilitating skills development for sustainable livelihoods
The chemical industry’s sector education and training authority is pursuing partnerships based on innovation, collaboration, digitisation and transformation, says Yershen Pillay, CEO of CHIETA. This forward-looking SETA aspires to be a fully digitised entity that goes beyond skills to promote sustainable livelihoods and improve the quality of life.
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.
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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.
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