AI as a positive tool in Financial Advisory Services

Despite the creep of Artificial Intelligence (AI) in various professions, the application of this life-changing innovation can be misunderstood. While there is no doubt that it has, and will, revolutionise the financial advisory landscape going forward, it is going to offer less disruption and more benefits than people may think. From portfolio management to customer… Continue reading AI as a positive tool in Financial Advisory Services

Take your Share: what makes a good company grow

Achieving sustainable growth and enhancing shareholder value are the main goals of any company’s purpose and vision. But success requires focused, complex and critical undertaking to both short and long-term plans to ensure that investors will enjoy not only profitability, but also assurance that the company’s future prospects are robust. Creating and adopting key strategies… Continue reading Take your Share: what makes a good company grow

Business Boosters: how to get your idea out of the starting block

Starting a new business can be both exciting and challenging. Turning your innovative idea into a successful venture requires careful planning, strategic execution, and a proactive approach. Right from the get-go you can propel your innovative idea out of the starting block if you are prepared to plan carefully, market effectively, and commit to continuous… Continue reading Business Boosters: how to get your idea out of the starting block

Unusual Investments…and where to find them

Unusual investments, often referred to as alternative investments, can be intriguing and potentially profitable. They offer diversification beyond traditional asset classes like stocks and bonds, but require careful consideration and due diligence. With the right approach and the guidance of experts, you can explore these alternative asset classes to diversify your investments and potentially achieve… Continue reading Unusual Investments…and where to find them

The Importance of Reviewing your Financial Plans annually

Your money or your life. Actually that’s true. If you don’t look after your money – value it, respect it, and find the best homes for it, you are not going to have a secure and comfortable life. Know your money, know yourself, and know how to manage the relationship. And this means your money’s… Continue reading The Importance of Reviewing your Financial Plans annually

How to grow wealth while working a job

Most people working a regular 9 – 5 job – whether at the office or at home – think that growing wealth is the domain of people in high positions, or those who come from wealthy families, or high-flying business owners, or certainly those deeply involved in finance and the stock market. In other words,… Continue reading How to grow wealth while working a job

The Investment Account: the market at your door

When thinking about putting some money away for a rainy day, we often think solely of a savings account – which is all well and good, but in essence savings only garner interest, and usually that interest is marginal. However, an investment account works in a similar way for you; you contribute a set amount… Continue reading The Investment Account: the market at your door

The importance of ethics in the financial services industry

Ethics in any service is important, but in financial services it is the absolute gold standard. The concept of ethics in the financial services industry basically refers to the principles which guide the conduct of individuals and organisations operating in the sector. These principles play a critical role in building security and trust in interactions… Continue reading The importance of ethics in the financial services industry

How to protect clients’ annuities during market downturns

By Roland Gräbe, Head of DFM at Old Mutual Wealth The living annuity remains the weapon of choice for planners who want to turn their clients’ accumulated retirement-funding capital into a sustainable source of income. Living annuities remain a popular choice because they combine the flexibility of adjusting client’s annual annuity income while allowing for a… Continue reading How to protect clients’ annuities during market downturns

YOUR WILL SERIES – Example of an incorrectly structured Will

A husband and wife decided to draft their wills which was very simple. If the husband died he would leave everything to his wife, and if the wife died she would leave everything to her husband. The husband was a very good businessman and owned a company worth R 50 000 000.00 Everything was registered in his… Continue reading YOUR WILL SERIES – Example of an incorrectly structured Will

YOUR WILL SERIES – Example of an incorrectly structured Will