15 November 2023

Featured

Investment

Is your investment making you emotional?

Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. ...

Exchange Traded funds

The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara....

Thought Leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

More Features

Two-pot withdrawals, December bonuses and mounting debt

Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning....

Retrenched, widowed or suddenly on one income? Navigating the financial aftermath

Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change....

Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....

1Life Insurance Women’s Confidence Index

South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security....

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027....
Rob Macdonald, Independent Consultant

Conversation as technology and how it influences outcomes

In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald....

*|LIST:DESCRIPTION|*

Unsubscribe *|EMAIL|* from this list.

Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*

*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*