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15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.
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Lead features (Featured Layout)
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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 ...
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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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Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE....
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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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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....
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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....
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