How and why a financial planner should use a DFM
An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
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
Having a financial planning and investment philosophy is key to influencing...
I am always surprised when I ask a financial planner about their financial planning or investment philosophy and get a blank stare in response. When...
The most important signature of all
Capital Legacy knows that you will sign many important documents in your life, but none more significant than your last will and testament. Here’s why that is the most important signature of all.
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.
The FPI recognises the “cream of the crop” in the financial...
The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award.
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.
Independence: is it important?
Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
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.
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).
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The power of understanding financial behaviour
How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.
Investment partnerships breed hedge fund excellence
Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.
Bitcoin in South African portfolios: Why a small allocation makes sense
This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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