Newsletter

University of Johannesburg

Climb the industry ladder

Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how
smiley-female-doctor-clinic-front-view

The current state of healthcare access for freelancers and artists

One of the primary hurdles freelancers and artists face is managing the cost of healthcare amid their fluctuating income. Medihelp recognises the unique needs of freelancers and provides cost-saving options, such as network alternatives, which can help reduce monthly membership fees.
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more...
priscilla-du-preez-xM4wUnvbCKk-unsplash

Do you really know your partner for life?

John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits).
Rugby Player Making a Dropped Goal

A consortium, represented by Altvest Capital, submits landmark expression of interest...

A South African-led consortium, including Altvest Capital, 27four, EasyEquities, and RainFin, has formally submitted its Expression of Interest (EOI) to the South African Rugby Union (SARU) for the management and commercialization of the iconic Springbok brand's commercial rights.
investment megatrends 2025

Top 3 investment megatrends for 2025 identified

The deVere group identifies the three investment megatrends that will dominate 2025.
efficient frontier

Absa fund-linked solutions: bringing more efficiency to the Efficient Frontier

In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimising their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes.
Consolidated Wealth Group

Consolidated Wealth becomes an FPI approved professional practice™

The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™.
Mbali Phejaolema ABSIP Nov24 -35

The ABSIP Retail Symposium

The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November.
Altvest

ACOF interim financials released

Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE.
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Humans Under Management

Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
Last mile planning

Last mile planning advice 

Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.

The succession plan dilemma for financial advisors

Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
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