31 January 2024

Featured

Featured

Is ESG dead? Why Trump’s exit from SA’s JET is a wake-up call for business

White house
The recent withdrawal of the United States from South Africa’s Just Energy Transition partnership is another stark reminder that sustainability cannot rest on the shifting sands of political will....

Featured

FICA in the era of deepfake and AI-driven fraud

Sameer Kumandan, MD of SearchWorks
AI-powered scams are rapidly reshaping the fraud landscape, exposing new vulnerabilities within financial systems and eroding public trust in digital communication, writes Sameer Kumandan, MD of SearchWorks...

Featured

Bridging the financial divide: technology can help drive inclusion in SA 

Bertie Nel, Momentum Head of Financial Planning and Advice
Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa. ...

Thought Leaders

Bertie Nel, Momentum Head of Financial Planning and Advice

Bridging the financial divide: technology can help drive inclusion in SA 

Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa. ...
Corinne da Silva, CFP®, Business Development Manager, Jigsaw Financial Services

The future of group risk: why a consultative approach is key to financial security in SA

According to Corinne da Silva, CFP®, Business Development Manager at Jigsaw Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover....

More features

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How having a bias affects your potential returns as an investor

According to Florbela Yates, Head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts. ...

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors....
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates recently undertook the task of mapping their advice process, and if there’s one thing they learned, it has unlocked significant opportunities to improve client experiences, writes Theoniel McDonald...

Events

Join Money Maestros- ‘Retirement Income Workshops’ on the 28th July 2025, Middelburg

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

 

PROpulsion Tech 2025: Lead the Change

 

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