wealth managementlatest news & developments

The Pareto principle in personal finance

Apply the Pareto 80/20 rule to money. Six simple habits deliver the best financial outcomes

Leigh Kohler, Head: INN8 Invest.

Why DFMs are the new competitive advantage for South African advisers

Access to institutionalised portfolio structuring has become financial advisers’ new fund selection

Investing as a lifelong practice  

There is no point at which you finish learning how to invest

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WEBINAR: Selling a stake in your business

Key strategies, tax considerations, and valuations when selling a stake in your business

Picture: Pexels/Ketut Subiyanto; Instagram/@markellwashington/adadocesaro; Rawpixel; FM collage

The Instagram Illusion 

In the end, investing is easy. Your (bad) behaviour is the problem

The busy woman’s guide to building generational wealth

Why automating your finances beats mastering them

Selling your business: it starts with a wealth plan

Selling your business is a defining moment. Learn how to convert years of effort into enduring family capital with a solid wealth plan

SIMON BROWN: Number-crunching for an ETF under construction

An investment expert shares lessons on building an ETF portfolio, challenging common assumptions about the number of funds and the role of income and specific market exposures.

Decision fatigue is costing women more than time

Discover practical strategies to simplify financial planning and build wealth

How I spend my currency … with Sydney Mbhele

Absa’s Sydney Mbhele on intentional spending, patient investing and the home purchase that tested his finances.

women wealth management. Rawpixel/Currency

Wealth management was built for men. That’s changing 

South Africa’s wealth industry was built for men. Technology and a looming generational wealth transfer are forcing it to change

Investing confidence onion. Rawpixel; Firefly; Currency

The difference between being an investor and a buyer

Most investors confuse familiarity with understanding. Your true circle of competence is probably much smaller than you think

Section 42 tax change. Rawpixel/Currency collage

This tax workaround is closing soon

Treasury has set the clock running on section 42. Investors with concentrated shareholdings have until January 1 to act – or pay the tax upfront

Credit double-edged sword. Rawpixel/Currency collage

How to use credit before it uses you

Credit is neither good nor bad – it’s a tool. South Africa’s debt crisis shows what happens when it’s used in the wrong way

Cash umbrella. Rawpixel/Currency collage

In defence of doing nothing: the case for cash

Cash can feel useless in bull markets, but in downturns it preserves capital, provides liquidity and gives investors the freedom to act rather than panic

Divorce house split. Rawpixel/Currency collage

Divorce: the costliest mistakes made in battle

Divorce often destroys wealth through emotion, conflict and poor structuring. These can leave both sides worse off

Khanyi Nzukuma, CEO of Glacier by Sanlam. Supplied

How I spend my currency … with Khanyi Nzukuma, CEO of Glacier by Sanlam

Khanyi Nzukuma on discipline as the key to wealth creation – and why residential buy-to-let is more trouble than it’s worth

Money diving board. Rawpixel/Currency collage

Start investing before you’re ready

With investing, uncertainty never disappears. But waiting for the right time is an even bigger risk

AI investing advice. Rawpixel/Currency collage

Why even the ultra-rich can’t leave money matters to AI

AI can’t replace human judgment in wealth management – the right buffer, the right plan and the right conversations matter more than ever

Money marriage

Talk about money – or the divorce

Money silence can ruin relationships; you need to talk openly about finances, from budgets to debt to shared goals