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award ceremony stock footage

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.
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.

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
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Money Maestros conference 2025

Money Maestros Conference 2025 — One Day. One Venue. World Class Speakers.

Be part of the conference that brings together 7 of the most impactful speakers from across the US, UK and South Africa — built to energise, inspire, motivate and your thinking in a single powerful day.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

If you don’t pay, you don’t stay

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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