The liquidity advantage: why ETFs should play a bigger role in...
ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.
The hidden dangers of being a trustee: are you or your...
The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.
Brittle financial health: the male crisis hiding in plain sight
Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Blending families, balancing futures
The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.
A conversation for perspective: the first step in influencing client decisions
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
Protect yourself from financial fraud
Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself.
Why starting at the end is so important
Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
The pros and cons of using a hedge fund
Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
Capital Protector: A practical approach to retirement certainty
The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.
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AI – friend or foe of the DFM?
At present, it is most likely that the best models will be a combination of humans and an AI team.
Why market predictions keep getting it wrong… and why investors should care!
What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.
The human edge: why AI will not replace the fiduciary advisor
Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.
Aligning physical health with financial security
On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing.
The structured products balancing act
Structured products offer a broad range of solutions across risk profiles and return objectives. The key is ensuring the selected structure aligns precisely with the client’s mandate and intended outcome, writes Jason Binneman, Executive: Investments at Nedbank.
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