New global report reveals evolution of the family office ecosystem
Key findings from Ocorian’s new report – an international study with more than 130 family office professionals responsible for around $62.425 billion assets under...
Leverage the looming two-pot system to boost your retirement savings
It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
The Future of Financial Planning: Six Trends to Watch in 2023
Learn about the six most important trends that will affect financial planning from 2023. By embracing these transformative trends, you can stay competitive, offer better service, and help clients reach their financial goals, says Francois du Toit, Founder and Head of Content and Sales, PROpulsion
Key investment qualities for a more predictable outcome in tough times
With interest rates continuing to rise, persistent inflation and the collapse of several mainstream financial institutions (as a result of fleeing depositors), it’s unsurprising...
More than just a bridge over troubled water
Jason Horn, Execution Trader and Macro Analyst at Steyn Capital Management, explains how hedge funds are more than just a useful alternative to traditional balanced fund allocations.
FTX revisited: how could it happen, and the rules of investing
In many ways, the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried (SBF), provide us with the quintessential example of what has come to be known as the Icarus Syndrome says Matthew Molyneux, Investment Analyst at Fundhouse
How a focus on valuations helps to drive long-term returns
Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...
Why do people invest? Why do people save?
For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
Should financial advisors use a DFM?
There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
The green hydrogen frontier
Neocolonialism, greenwashing or just transition? There is much excitement around green hydrogen these days. It is often said to have great potential for combating climate change while creating jobs and economic prosperity in South Africa.
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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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