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....

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A new era of wealth advisory partnerships

Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how....

Thought Leaders

	If you don’t pay, you don’t stay Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention....
	Trump 2.0 Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour....

More Features

	Succession planning for independent financial advisors in South Africa Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
	The hidden complexities of trust beneficial ownership compliance According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
	A shift up and to the left By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management....
	Impact and returns: why financial planners should consider ACOF Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
	Survival of the fastest With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
	Record of advice: various definitions often lead to misinterpretation Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....