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Kegan Peffer, CEO of Adoozy Power, is upbeat about the market for mobile power banks because of Africa’s adoption of smartphones, which is boosted by the continent’s young population and competitive pricing. However, with electricity provision still lagging behind, power banks become even more important....
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Sonja Steyn, CFP®, Strategic Head of Wealth Management, Financial Planning, and Advice at Momentum Group, envisions the future of financial advice as being driven by behavioral insights and personalized guidance.....
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September marked the introduction of the two-pot system of access to retirement savings for South Africans. Capital Legacy National Manager of Succession Planning and High Advice, Ken Newport, explains how Two Pot will – and won’t – impact your legacy. ...
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The ETF boom in South Africa is multi-faceted, driven by cost efficiency, performance and accessibility. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies....
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The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award....
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Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO....
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The allocation of global market equities is forever in motion and the structural shifts between markets are significant in generating investment returns. What drives these shifts and how can we better understand them, asks Peter Foster, Chief Investment Officer, Fundhouse....
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Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives....
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According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options....
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Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients....
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Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients....
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The current approach perpetuates an environment without an incentive for anyone to start a new small fund management firm, says Reza Khan, Lodestar Fund Managers....
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Carmel Wealth’s is committed to driving future growth and delivering superior outcomes for independent financial advisors (IFAs)....
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Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients....
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In our complex and fast-moving world, quality advice aligned to our clients’ specific needs is the most valuable key to building and protecting financial dreams. At Momentum, this is exactly what our purpose is....
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Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens....
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