Pat Magadla, Head of Distribution at Equilibrium How Discretionary Fund Managers free advisers to focus on their clients In the ever-evolving world of financial planning, …
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10 Common Mistakes Made by Key Individuals – and How to Avoid Them
By Mathilda Meyer, Masthead Compliance Officer Key Individuals play a crucial role in ensuring that Financial Service Providers (FSPs) operate within regulatory requirements. However, …
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Momentum’s confidence in a changing world
Tony van Niekerk, Editor, COVER Speaking to Jeanette Marais, Group CEO of the Momentum Group, shortly after the release of their exceptional results, was both insightful and …
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The paradox of choice in making an investment decision
By Daniel Dos Passos, Portfolio Manager with FNB To quote Barry Schwartz from his book, “The Paradox of Choice: Why More Is Less”, “On the other hand, the fact that some choice is good …
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Protecting South Africa’s orphaned minors with beneficiary funds
Advocate Sankie Morata CFP®, CEO of Sanlam Trust One of a parent's biggest concerns is what will happen to their children if something happens to the parent. Who will care for the …
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Building resilience, relevance and excitement in an uncertain insurance landscape
Peter Tshiguvho, Chief Executive Officer, Metropolitan The insurance industry, like the world around it, is evolving rapidly, shaped by economic turbulence, digital disruption, shifting …