The treatment of pension interests in divorce
Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
Addressing key risks in a retirement portfolio
One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
Profiling financial planners
What are the biggest mistakes that you see clients make?
The biggest mistakes we see clients make are usually related to emotion. People habitually give...
Artificial intelligence
The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
What does the Two-Pot System mean for my legacy
September marked the introduction of the two-pot system of access to retirement savings for South Africans. Capital Legacy National Manager of Succession Planning and High Advice, Ken Newport, explains how Two Pot will – and won’t – impact your legacy.
The future of financial advice
Sonja Steyn, CFP®, Strategic Head of Wealth Management, Financial Planning, and Advice at Momentum Group, envisions the future of financial advice as being driven by behavioral insights and personalised guidance..
The future of digital currency in South Africa
South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
A partnership for lifelong success
Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
Clicks, conversations, clients: discerning the art of timely advice in modern (family)...
Tim Slatter, Slatter Communications, discusses how the thoughtful integration of digital communication tools allows you to bridge communication gaps.
The stethoscope that listens to the heartbeat of our finances
6 October 2024 is World Financial Planning Day, and Andile Jonas, Head of Marketing at Momentum Investo, looks into the importance of the discipline.
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Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Building better futures
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
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