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What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights....
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Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you – your goals, your dreams, your concerns and the life you're working towards. Because before any financial plan is built, there needs to be a conversation, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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