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16 May 2023
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Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on
getting offshore investing right.
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Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners....
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Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....
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Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....
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