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.
Enhancing client relationships through strategic touchpoints
Francois du Toit, the Founder of PROpulsion shares how to make your client relationships better by being deliberate in how you talk to them, using technology smartly and some simple tips.
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.
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Selectivity and discipline matter in 2026
Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.
Symmetry
Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
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