28 February 2024

Featured

Featured

A new era of wealth advisory partnerships 

Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth
Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth, explores Warwick Wealth’s newly introduced model that reshapes the principles of sustainability, succession planning, and long-term success within today’s advisory environment. ...

Featured

GloRep launches ‘Compliance on Demand’

GloRep launches Compliance on Demand
In a world where compliance obligations are becoming more complex and dynamic, businesses must rethink how they approach risk management. 'Compliance on Demand' offers a smarter path forward, and GloRep is leading the charge....

Featured

Socially responsible investment: a lifeline, not a passing trend

Socially responsible investment. Image by utah778 from Getty Images
According to David Le Page, Director, Fossil Free South Africa, if you are a truly conscientious financial advisor, there’s a vital conversation that you should be having with your clients: climate change....

Featured

The future of group risk: why a consultative approach is key to financial security in SA

Corinne da Silva, CFP®, Business Development Manager, Jigsaw Financial Services
According to Corinne da Silva, CFP®, Business Development Manager at Jigsaw Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover....

Thought Leaders

Featured

The future of group risk: why a consultative approach is key to financial security in SA

Corinne da Silva, CFP®, Business Development Manager, Jigsaw Financial Services
According to Corinne da Silva, CFP®, Business Development Manager at Jigsaw Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover....

Featured

Redefining wealth: Financial planning for young African professionals in South Africa

Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix
With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix....

Featured

If you don’t pay, you don’t stay

Tim Slatter, Creator of Contatto and Director, Slatter Communications
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention....

More Features

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How having a bias affects your potential returns as an investor

According to Florbela Yates, Head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts. ...

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors....
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates recently undertook the task of mapping their advice process, and if there’s one thing they learned, it has unlocked significant opportunities to improve client experiences, writes Theoniel McDonald...

Events

Join Money Maestros- ‘Retirement Income Workshops’ on the 28th July 2025, Middelburg

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

 

PROpulsion Tech 2025: Lead the Change

 

Investment Think Tank 2025

 


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