Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
A failing state?
As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes
CA(SA), Analyst, Steyn Capital Management
First-of-its-kind advisory firm launched in SA to support the financial services...
FI Consult assists businesses within the financial services sector to unlock potential, pursue growth, streamline operations, identify and pursue effective strategies, understand compliance, embrace...
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Controlling the ‘controllables’ in uncertain times
Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
Celebrating great standards in Financial Planning
While the flagship Financial Planner of The Year Award has closed, all other categories are still open for this year's FPI Awards. Nominations close 3 August 2020. The award categories
If you can’t ride your bike all month, should you be...
A bold new wave of Insurtech startups are doing for insurance what Fintech did to the finance industry a few years back
Coronation Fund Managers supports the Solidarity Fund
In response to the President's call for contributions, 90 employees and the senior leadership from Coronation Fund Managers are pledging a portion of their salaries for a period of three months to the Solidarity Fund.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
Advertisement
- Advertisement -
Most Popular
The end of the financial planner as we know it?
What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)
Is your investment making you emotional?
Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities.
The index decision that matters
Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.
Two-pot withdrawals, December bonuses and mounting debt
Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.
What is an ETF?
Exchange-traded funds offer financial planners a growing range of options for building client portfolios.
- Advertisement - 
