The financial planner as a thinking partner
Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
A universal perspective
Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
So, you’ve been there, seen that and done it all?
Trevor Glassock, Head of sales at Dr Roddy Carter, highlights how Dr Roddy Cater's 14-week Unstoppable YOU programme stands as a beacon for personal mastery and resilience.
Legacy in motion: Carl Coetzee appointed as a Managing Director within...
Carl Coetzee, the charismatic industry leader and former CEO of BetterBond, has joined Capital Legacy to head up their sales and distribution division.
Tax Thursday beats Black Friday
What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.
The rising relevance of DFMs
In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking
health experience into account.
Elevating client service in wealth advisory: the Seed Analytics solution
Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".
How to support your ageing parents financially
Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
Disruption, reinvention and inclusive leadership: how can we use the opportunity...
Judith Haupt, Managing Director at Contract South Africa, states that the business environment is being reshaped due to social trends. It is important that we realise that these trends pose both big risks and opportunities to rethink our work and our world fundamentally.
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.
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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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