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.
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.
Lelané Bezuidenhout CFP® | Nurturing better financial decision-making
The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Rob Macdonald | Perception is reality
This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Kim Potgieter CFP® | Financial Planner Profile
Blue Chip speaks to Kim Potgieter CFP®, Director, Chartered Wealth Solutions, about her journey as a Certified Financial Planner®
A comprehensive guide to retirement planning in South Africa
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
The fundamental need for health and behaviour modelling in retirement planning
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
The real significance of the number “93.6%” for financial planners
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.
Add some “BMT” to your clients’ retirement portfolios
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.
Barry O’Mahony, CFP®
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®
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Disciplined hedging practices
Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
What’s in it for you?
Why the Total Portfolio Approach is suddenly everywhere – and what it means for you.
The call is coming from inside the house
“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence.
Emerging markets tech: bubble or structural growth cycle?
Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
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