Limiting medical aid increases isn’t the answer
Gary Feldman states that private healthcare systems are not sustainable in its current format. Feldman calls for a review of both the private and public healthcare systems in order to come up with a system that allows all South African access to affordable and decent healthcare.
The art of estate planning
The role of a multi-family office in preserving wealth and protecting family legacies.
What does the future of financial advice look like?
Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
The future of retirement planning: two-pot system insights
According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Investors lose millions due to their switching behaviour
Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Consider paying off debt prior to retirement
Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
Give clients more control through certainty
In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.
Technology innovation: the one thing that changes everything in an onerous regulatory...
Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
The 7 Pillars of Financial Health – Partnering with a Professional...
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
Lelané Bezuidenhout CFP® | Nurturing better financial decision-making
The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
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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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