13 December 2023

Featured

Featured

Consolidated Wealth becomes an FPI approved professional practice™

Consolidated Wealth Group
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™. This prestigious certification signifies that Consolidated has met the FPI’s rigorous standards for excellence in financial planning, joining an elite group of nearly 20 FPI Approved Professional Practices ...

Momentum

Redefining financial advice for meaningful impact

humanising financial planning
Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum....

Thought Leaders

Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for disruption

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them.....
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Best of both worlds

Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios....

More Features

Altvest

ACOF interim financials released

Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE....

Why AMEFTs should be part of your 2025 portfolio

AMETFs present new opportunities to blend active management with the liquidity and convenience of ETFs — making these products well worth the attention they’re receiving....
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Building emotional resilience in challenging times

Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations....
AI stick image

AI you didn’t know exists

By analysing medical images – whether MRIs, X-rays or CT scans – AI can detect abnormalities with remarkable precision. In many instances, AI can recognise patterns in medical data that may escape the human eye, allowing for earlier diagnosis of conditions like cancer, heart disease and even the early stages of neurological disorders....

Events

The Investment Forum 2025

 

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