Why you can trust your financial advisor
Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO.
Are women really better investors?
Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP®
In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
Unit Trust Industry Awards
Join Profile Group as we applaud the top performers and inspire new standards of excellence in fund management!
There is always the next big thing
Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.
Money issues in divorce
Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime.
The ethical treatment of clients
Despite an ongoing emphasis on ethics training for financial services providers (FSPs) and the importance of getting ethics CPD points regularly, the financial planning profession seems never far from a fresh controversy, writes Rob Macdonald, Fundhouse.
What a child can cost
For Youth Month, Paul Menge, Actuarial Specialist at Momentum Investo, has calculated what the expenses for a child may add up to.
Mothering & Money
Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.
Coronation scoops international award for women empowerment in London
Coronation Fund Managers is honored to receive the 100 Women in Finance Europe, Middle East and Africa (EMEA) Diversity, Equity and Inclusion (DEI) Award for 2024.
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Are private capital markets “risky” investments?
Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.
Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
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