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.
South African equities: beyond the gloom
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.
What is a hedge fund?
Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.
Offshore isn’t always greener: who would have thought it?
When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns:
Multi-Asset Co-Portfolio Managers at Mazi Asset Management
Quantum leap: how quantum computers are rewriting the rules of tech
The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In this article, Peter Foster, Chief Investment Officer, Fundhouse, focusus on the development of quantum computing and explore the impact it can have across industries.
Advisor Intelligence enhanced by Artificial Intelligence
AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
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The hidden dangers of being a trustee: are you or your clients exposed?
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.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Brittle financial health: the male crisis hiding in plain sight
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesn’t, 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.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
Blending families, balancing futures
The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.
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