The case for gold in building portfolios
Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
Is your financial adviser getting your vote?
Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.
Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
Medical aid regulation changes are shaping future demand
As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.
When equal is not the same: Planning a legacy for a...
When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.
AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
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Is your investment making you emotional?
Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities.
The index decision that matters
Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.
Two-pot withdrawals, December bonuses and mounting debt
Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.
What is an ETF?
Exchange-traded funds offer financial planners a growing range of options for building client portfolios.
Blue Chip ETF Guide 2027
Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
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