Financial planner as Choice Architect
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
Unleashing client success: the power of value-based conversations
Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
Make 2024 your year of managing money
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.
Behavioural biases: unravelling our irrational investment habits
Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.
The 7 Pillars of Financial Health – Partnering with a Professional...
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
The real significance of the number “93.6%” for financial planners
Given the multiple influences on our behaviour when it comes to investments, simply being educated about investments, and asking us to behave well doesn’t work. The key is to find ways to influence the person and their relationship with their investments, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
The impact of mental health on financial planning
One undeniable fact, central to financial planning, is the link between mental health, poor decision-making and financial difficulties, says Roland Cox, Executive Coach, Aspiral Coaching and Leadership
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Award-winning pedigree
Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
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INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Equilibrium Investment Management
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