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Navigating succession: financial advisors retire much later than they realise

A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Abstract financial graph with up trend line candlestick chart and number in stock market on blue color backgroundAbstract financial graph with up trend line candlestick chart and number in stock market on blue color background

Market movers

The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Offshore investing

Offshore investing: tax issues and jurisdictions

Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

The two-pot (three-component) system

Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients.
fund management firms

The investor value of smaller fund management firms vs the big...

The current approach perpetuates an environment without an incentive for anyone to start a new small fund management firm, says Reza Khan, Lodestar Fund Managers.
Carmel wealth

Supporting independent financial advisors with growth and succession

Carmel Wealth’s is committed to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).

How employee benefit firms use AI to beat the competition

Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.
Advice: Building financial dreams

Advice: the key to building and protecting financial dreams

In our complex and fast-moving world, quality advice aligned to our clients’ specific needs is the most valuable key to building and protecting financial dreams. At Momentum, this is exactly what our purpose is.
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Most Popular

BCI Global Investment Conference 2025

BCI Global Investment Conference 2025

Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. A prime opportunity to gain...
Zeldeen Müller, CEO, AgendaWorx

Three AI tricks to make your clients love you more

Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
The financial adviser's balancing act

Choose your poison

Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
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