Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
Cryptomania
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, is paying it forward to the financial profession with a gift ebook "Cryptomania". Kobus Kleyn has published over 200 articles and authored three books.
Investment Moments, Podcast Episode 10
In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.
Investment Moments with Momentum Investments, Podcast Episode 4
In this episode of the Investment Moments with Momentum Investments podcast series, Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.
Investment Moments with Momentum Investments, Podcast Episode 3
Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
Investment Moments with Momentum Investments, Podcast Episode 2
In this episode of the podcast series, Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
Investment Moments with Momentum Investments, Podcast Episode 1
In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.
The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Controlling the ‘controllables’ in uncertain times
Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
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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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