Demand for financial advice up 20% in year – what’s driving...
The rising cost of living, economic uncertainty, and geopolitical issues have driven-up demand for financial advice by 21.2% over the last year, according to...
High-net-worth sector rife with opportunity
Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.
Practical conversations for financial health and wellbeing
Retirement should be a time of fulfilment and joy, yet many people struggle through this transition. Partly because retirement marks a major life adjustment, but also because people often fail to prioritise the relationships and connections that contribute to happiness, says Kim Potgieter CFP®, Director, Chartered Wealth Solutions
The Future of Financial Planning: Six Trends to Watch in 2023
Learn about the six most important trends that will affect financial planning from 2023. By embracing these transformative trends, you can stay competitive, offer better service, and help clients reach their financial goals, says Francois du Toit, Founder and Head of Content and Sales, PROpulsion
Helping South Africans ride out the interest rate rollercoaster
With the interest rate at its highest in 14 years, the financial strain on South Africans is immense. As people look to reduce expenses, advisers are likely to see an increase in requests to relook or cancel cover. Lee Hancox, Head of Channel and Segment Marketing at Sanlam, explains why it is important for intermediaries to help clients reprioritise their finances to better manage their current financial obligations and plan for the future.
Investing without a crystal ball
The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
How advisors are benefitting from partnering with a DFM
A growing number of financial advisors in South Africa are starting to use discretionary fund
managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
First-of-its-kind advisory firm launched in SA to support the financial services...
FI Consult assists businesses within the financial services sector to unlock potential, pursue growth, streamline operations, identify and pursue effective strategies, understand compliance, embrace...
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
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Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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