Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Demystifying financial products
Too many people are confused by financial services offerings, says the Executive Director of Thapantha Financial Services, Tsotetsi Phoba, whose firm works hard to match people and products.
Start investing through a tax-free investment, asap
Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.
Systematic investing:the future of investing
According to Conway Williams and Sajjaad Ahmed from Prescient Investment Management, "the days of large, traditional asset management teams are fading, making way for leaner, technology and data-driven investment approaches".
ETFs, ETNs and AMCs: is this the future of investing?
Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
The arithmetic is not in active funds’ favour
Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.
Power wheeling: the solution to grid instability and achieving South Africa’s...
Vodacom Group Chief Technology Officer Dejan Kastelic explains how “virtual wheeling”
offers an exciting and innovative way forward for companies looking to move beyond loadshedding.
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.
How will the COP28 resolutions shape Africa’s financial future and how...
Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk
and stresses the need for financing for climate adaptation that is relevant to the African context.
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Succession Planning for Independent Financial Advisors in South Africa
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
The hidden complexities of trust beneficial ownership compliance
According to Sandile Khumalo,LLM (Unisa),
FPSA®, GTP(SA), Fiduciary
Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Financial Planning Institute of Southern Africa announces new board chair
At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation.
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