The concept of retirement has evolved dramatically over the past few decades. Traditionally, it signified the end of an individual’s professional journey. However, in today’s dynamic economic climate, retirement is considered a new beginning, says Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
Given the multiple influences on our behaviour when it comes to investments, simply being educated about investments, and asking us to behave well doesn’t work. The key is to find ways to influence the person and their relationship with their investments, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
Done properly, financial planning is one of the most honourable professions out there because it can make a huge difference to people’s lives, says Barry O’Mahony, CFP®
Palesa Dube, CFP®, Director and Wealth Manager, Wealth Creed, shares insight as Financial Planner of the Year 2022.
The more technologically advanced we become, the more we need to go back to the basic fundamentals of human connection, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Director, Michael Frantzeskou, CFP®, speaks to Blue Chip about the high standards Integral Wealth upholds as an FPI Approved Professional Practice™.
The financial planning industry is experiencing a significant shift, with innovative ideas and fresh perspectives making their way into events and conferences says, Francois du Toit, Founder of PROpulsion.