The 7 Pillars of Financial Health: Partnering with a Professional to...
Reg Thomson reviews Rob Macdonald's new book.
Technology can transform South Africa’s mining sector
Sustainable mining needs sustainable practices, writes Rudie Opperman, Manager for Engineering and Training, Middle East and Africa at Axis Communications.
Investing in new highs
While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
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.
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The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation
As the investment landscape becomes more complex and cost-sensitive, ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.
The hidden dangers of being a trustee: are you or your clients exposed?
The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Brittle financial health: the male crisis hiding in plain sight
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesn’t, and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
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