wealth managementlatest news & developments

Sanlam Investments | Connecting expertise to move capital further

Sanlam Investments unites indexation, alternatives and private wealth

Partnered
INN8 Invest brought together more than 1 200 advisers and 26 asset managers to chart the road ahead.

The investment rules have changed. Investors need to change with them

AI, volatility and client demands are reshaping investment rules

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Francois Gouws.

PSG’s quiet compounding act: Why slow and steady wins the race

Advice-led strategy comes with high regard

What the Fox?

LETTER: Time to launch the FM School of Basic Business

The magazine is ideally placed to provide a guiding light

The golden triangle: Savings, debt, and protection

Building wealth depends on getting these three right

SIMON BROWN: Stop the losses with a capital strategy

Stop-loss feature will keep you in the game

Smart strategies to avoid the debt trap

How you can take back control of your financial future

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Video

WEBINAR: Selling a stake in your business

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

‘Independent’ wealth advice is becoming a marketing label

The pool of genuinely independent wealth advice in South Africa is shrinking

How to avoid the investor’s ‘fame trap’

Five essential rules to avoid the 'fame trap' and build a balanced, diversified ETF portfolio

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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

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Investing as a lifelong practice  

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

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

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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

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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