Helping South Africans ride out the interest rate rollercoaster
With the interest rate at its highest in 14 years, the financial strain on South Africans is immense. As people look to reduce expenses, advisers are likely to see an increase in requests to relook or cancel cover. Lee Hancox, Head of Channel and Segment Marketing at Sanlam, explains why it is important for intermediaries to help clients reprioritise their finances to better manage their current financial obligations and plan for the future.
More than just a bridge over troubled water
Jason Horn, Execution Trader and Macro Analyst at Steyn Capital Management, explains how hedge funds are more than just a useful alternative to traditional balanced fund allocations.
FTX revisited: how could it happen, and the rules of investing
In many ways, the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried (SBF), provide us with the quintessential example of what has come to be known as the Icarus Syndrome says Matthew Molyneux, Investment Analyst at Fundhouse
Why do people invest? Why do people save?
For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
Should financial advisors use a DFM?
There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
The green hydrogen frontier
Neocolonialism, greenwashing or just transition? There is much excitement around green hydrogen these days. It is often said to have great potential for combating climate change while creating jobs and economic prosperity in South Africa.
Starting retirement on a high note: The power of planning a...
Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisors, believes that planning a dream holiday provides an ideal start to retirement and helps ease the often turbulent transition into that period. He encourages new retirees to shift from a “saving” mindset to a “reward” mindset.
How you can invest in future trends
Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.
Investing without a crystal ball
The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
ESG investing: Taking the passive versus active debate to a new arena
Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade.
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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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