There are inconsistencies in the investment advice process, while the investment advice process can be extremely noisy. A landmark study done by Momentum, in partnership with Oxford Risk in the UK and South Africa’s Financial Planning Institute, shed some light on this.

We are more connected than ever, yet we are more disconnected than ever. The pandemic has highlighted the need for human interaction and meaningful connection. Now may be the opportune time to connect with your client and build on your financial relationship.

The last few weeks has once again reminded me of the immeasurable value of financial advice and partnering with a financial adviser. During the last few days my wife and I made the effort of speaking to our financial adviser. We subsequently updated our wills, nominated beneficiaries …

Your clients will start receiving invitations from Discovery to register for their COVID-19 vaccine. South Africa is rapidly moving towards Phase 2 in the national COVID-19 vaccination programme. This means that your clients who are not healthcare workers will gradually begin to become eligible for vaccination, in accordance with specific age and risk criteria, from May onwards.

The importance of having a valid will in place and nominating a trusted guardian for your minor biological or adopted children. On 21 March, South Africa marked Human Rights Day, where we reflected on the sacrifices that were made to ensure that we all are able to have our basic human rights met.