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Where the app and adviser meet: The role of holistic financial advice
Andre Fredericks, Chief Operating Officer at Sanlam Studios South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is...
Latest Articles.
Where the app and adviser meet: The role of holistic financial advice
Andre Fredericks, Chief Operating Officer at Sanlam Studios South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is...
Why medical aid members are facing more out-of-pocket healthcare expenses than ever before
James White, Director: Sales and Marketing at Turnberry Management Risk Solutions Many South Africans assume that belonging to a medical scheme means their hospital treatment will be...
Digital access reshapes retirement withdrawals under South Africa’s Two-Pot system
Danie Hattingh, Principal Officer of the Building Industry Pension Scheme South Africa’s Two-Pot retirement system, introduced in September 2024, has transformed how retirement savings...
Signing up for financial services online? Here’s how to avoid costly scams
Edward Wallace, Head of FinTech and Digital at The Unlimited You find a financial product online. The website looks polished. The offer makes sense. The sign-up process is quick....
Unemployment – the slow poison
Marcus Rautenbach, Principal Investment Consultant at Simeka South Africa continues to confront one of its most entrenched socioeconomic challenges: unemployment. Despite...
The new alpha: Why your personality is the secret to financial success
Paul Nixon, Head of Behavioural Finance at Momentum Advice For decades, we’ve been told that financial planning is a maths problem. That once we master the numbers - interest rates,...
The end of easy globalisation: A new era of constraint, competition and volatility
Sahil Mahtani, Director, Ninety One Investment Institute The era of “easy globalisation” is over. Investors and policymakers now face a more fragmented, volatile and politically...
Financial settlement, T+1 is not a race: Why Africa must prioritise readiness over speed
Sam Dahya, Head of Investor Services, Custody and Investment Administration, Standard Bank CIB The global move from a fluid trade settlement timeline (Time trade execution to...
You shouldn’t have to fear outliving your money
Annalise De Meillon-Muller, Senior Legal Specialist: Advice at PSG Wealth For centuries, humans have grappled with mortality and the fears it brings. We have spent just as long seeking...
Driving inclusion and diversity with employee benefits
Shikha Gaur, Head of Digital Consumer Benefits in Asia-Pacific, Health Solutions; Terry Gostelow Health and Benefits Principal, Health Solutions, United Kingdom; David Kirk Growth Leader,...
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