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The world is not standing still – neither should your financial...

Lizl Budhram, Advice and Product Strategy Manager at Old Mutual Personal Finance provides a few useful conversations to have with your clients, and some tips on how to set yourself up to become an even more effective advisor in a rapidly evolving world:

Wills and the Global Investor

Does one worldwide will suffice? The quick answer is that there is no one-size-fits-all solution, and it depends on the country in which the offshore assets are held, says Sarah Love, a fiduciary practitioner at Private Client Trust, a division of Private Client Holdings.

Bullion prices hit an all-time high as hostilities accelerate in Europe

Rael Demby, CEO of The South African Gold Coin Exchange (SAGCE) & The Scoin Shop, argues the case for physical gold during volatile conditions and suggests that gold should be part of any wealth-preservation strategy during uncertain times.

The pitfalls of meme stocks, FinTwit and TikTok investors

Making investments and investing more accessible is a worthwhile goal, but according to Fränzo Friedrich, head of marketing at Momentum Investments, the wisdom of the crowds on social media can have its downside.

Tiny Changes, Remarkable Results

Review by Miranda van Rensburg, Regional Sales Manager at Prudential of the book Atomic Habits, written by James Clear.

Are you paying too much tax?

Many South Africans are unaware of the tax relief programs offered by the South African Revenue Service. Momentum Financial Planning encourages a conversation with a financial adviser to understand the recent legislative modifications and upgrades.

International investing – the importance of the Equity Risk Premium

Reza Khan, CEO, Lodestar Fund Managers, expounds on the importance of Equity Risk Premium as a measure to provide insights into the long-term equity market performance in relation to an alternative investment.

Every Client is an Exception to the Rule

An assessment may provide some insight into a client, but if every individual is an exception to the rule, then an assessment’s best role is as a catalyst for a conversation.

Gaining trust in a conflicted investment industry starts with openness

While regulations govern how conflicts of interests between clients and financial services providers need to be managed, firms only have one choice: put the customer first, or eventually fail.

Money laundering risks

To mitigate threats of criminal exploitation, financial services providers must be cognisant of the money laundering and terrorist financing risks their clients pose.