Life and money: a dynamic duo Placing clients in the centre
Consider powerful combinations that have benefitted our world today: Bill Hewlett and Dave Packard; Bill Gates and Paul Allen; Steve Jobs and Steve Wozniak; Spielberg and
23 Nov 2017 - S. r.
The birth of the financial coach Planning for a client's life is as important as planning for their money
As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the
22 Nov 2017 - S. r.
A justified approach? Investing offshore for sustained quality returns
Selecting an offshore equity manager is daunting and the apparent simplicity of a passive strategy often seduces investors. Getting broad exposure to difficult-to-outperform
22 Nov 2017 - S. r.
On top of the game Technical competence is key
Old Mutual Private Wealth Management's Francois le Roux has been one of the top three finalists in the FPI Financial Planner of the Year Award for two years running. A member of
22 Nov 2017 - S. r.
Committed to the client Financial planning is all about fostering genuine relationships
Private Client Holdings' Mark MacSymon joined the financial planning industry about eight years ago after completing an Honours in Financial Economics and a Master’s in
22 Nov 2017 - S. r.
A snail's pace Challenges and breakthroughs in transforming the South African financial sector
Transformation in the asset management industry is moving at a snail’s pace, as was reported in the recently published 2017 BEE.conomics survey. An entrenched oligopoly and
21 Nov 2017 - S. r.
Excess long-term returns The strategy behind the Investec Value Fund
This year, helped by a record rally in gold mining stocks, the Investec Value Fund posted a return of 68%. This performance is consistent with its long-term track record under
21 Nov 2017 - S. r.
SA investors to review their portfolios SA investors to review their portfolios amid economic and political uncertainty
Many South African investors are uncertain about their investment choices given the country's ongoing political and economic turmoil. Uncertainty is making it difficult for
21 Nov 2017 - S. r.
A passion for leadership Momentum Retail's Khanyile Nzukuma on leadership, shared value and financial planning
Momentum’s Khanyile Nzukuma on leadership, shared value and financial planningRecently appointed as CEO of Momentum Retail after a successful spell as CEO of Metropolitan
21 Nov 2017 - S. r.


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