Home Newsletter

Newsletter

stock image source: caanva

Portfolio implications of JSE de-listings

Sean Neethling, Head of Investments at Morningstar South Africa, debates Market Concentration and Investment Portfolios implication associated with JSE de-listings.
Momentum Investments Global citizen Masterclass

Momentum Investments: Global Citizen Masterclass webinar

Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
stock image for insurance prompt, credit: Canva

Auto & General has a new look, backed by the promise...

Auto & General Insurance is embarking on a remarkable transformation, reaffirming its unwavering commitment to being there when it matters most
Cover of Rob Mac Donald's book, The 7 Pillars of financial health.

The 7 Pillars of Financial Health: Partnering with a Professional to...

Reg Thomson reviews Rob Macdonald's new book.
Fränzo Friedrich, Head of Marketing, Momentum Investments

A leap forward into a new digital era

Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
How technology advances the financial planning industry

Get ready for the greatest wave of technological innovation

Francois du Toit, PROpulsion, encourages financial planners to be at the forefront of the technological revolution by understanding AI’s potential and preparing for its integration in the financial planning industry.
A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
A couple getting a divorce.

Some important changes in the world of divorce law

Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa.
A financial planner meeting with clients

Will financial planners ever be professionals?

The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Evan_Gilbert

ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.