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...

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The hidden complexities of trust beneficial ownership compliance

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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....

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Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation....

Thought Leaders

	Shaun Thompson\| Financial Planner Profile Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®....
	A home for independent financial planners According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying....

	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....
	Creating procedures with ChatGPT Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....
	Do DFMs just add to costs? Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees....
	Why umbrella funds belong in your EVP strategy Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens....
	Looking forward to a RAG-based future Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice....
	Choose your poison According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being....
	INN8 Invest INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions....
	Understand the price you pay for investing in America Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth....