Preparing the Next Gen heirs for the complexities of managing the...
Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
If you really want to influence a client’s behaviour, appeal to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Don’t die in an awkward position
Capital Legacy stresses the importance of South Africans having a will regardless of age through their latest awareness campaign: "Don't die in an awkward position. Don't die without a will.".
MitonOptimal South Africa
For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
A major milestone in the evolution of professional certification in financial...
The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.
What 25 years as a market pioneer taught us about South...
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
Succession planning for independent financial advisors in South Africa
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
The hidden complexities of trust beneficial ownership compliance
According to Sandile Khumalo,LLM (Unisa),
FPSA®, GTP(SA), Fiduciary
Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Forged by fire: where futures take flight
Gareth Collier, CFP®, one of the 2024 Financial Planner of the Year Award runners-up, recently opened his own financial planning practice, Firecrest Modern Capital. Blue Chip spoke to Collier about the intricacies of this inception.
The power of play in the workplace: how fun fuels success
According to Kruger, employees engaging in playful activities “experience a sense of freedom that allows fresh thinking, stronger connections with colleagues and increased motivation”.
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The power of understanding financial behaviour
How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.
Investment partnerships breed hedge fund excellence
Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.
Bitcoin in South African portfolios: Why a small allocation makes sense
This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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