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Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum....
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Before allocating any of your client's funds into the investment market, consider these four key dimensions to effectively transform their investment goals into a concrete financial plan, advises Sherwin Govender, Business Development Manager at Glacier by Sanlam....
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Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously....
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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.....
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In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimizing their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes....
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T
he 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™....
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The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November....
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