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Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.

Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk and stresses the need for financing for climate adaptation that is relevant to the African context.

Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.

What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.

In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking health experience into account.

Reana Steyn, CEO and Ombudsman for Banking Services, is proud that OBS has assisted thousands of customers—at no cost to the consumer—and recovered millions of rands, but she warns banking clients to be vigilant against scamsters.

Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".

Encouragement to thrive and strive for self improvement in 2024 from Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa.

Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.

In the pursuit of financial well-being, Andile Jonas, Marketing Head at Momentum Investo, advocates for making 2024 a year focused on effective money management. He advocates for the principle of "paying oneself first," emphasizing the importance of addressing retirement annuities, investments, and financial obligations. Jonas encourages revisiting budgets, involving family in financial decisions, and fostering awareness. He concludes by highlighting the 50/30/20 budget rule as a tool to align personal financial goals with helping others.