Robot Wors: Can an algorithm replace a cross-border financial advisor?
A robot cannot replace the years of experience, empathy and multi-disciplinary approach that a cross-border financial advisor can offer, says Niel Pretorius.
financial advisors
Covid-19 nightmare reminds us that certainty is ALWAYS an illusion – financial advisor
Frank Guthrie says that although Covid-19 has been a major shock to the world, the reality is that certainty is always an illusion, perhaps even a delusion.
🔒 David Melvill’s story: Independent financial advisor v Sanlam bureaucracy
Despite meetings with numerous Sanlam bigwigs, Melvill senior has had his contract with Sanlam cancelled and is now threatened with debarment.
Sanlam takes out long-time supporter. Adult supervision required. Â
David Melvill’s misery revolves around the employment of his son to help with admin while the youngster was serving a 12 month banning order from Sanlam.
Do you REALLY need a financial advisor?
Dawn Ridler reminds us of the pitfalls of paying for financial advice as well as the benefits of finding a financial advisor who can save you money across your financial affairs.
Being in the business of service to one’s clients
When selecting a financial advisory firm to manage your wealth and investments – a critically important test would be to ask yourself: what do they really offer me? How can they truly help me? What are their unique strengths and core business philosophy?
Practical advice for wealth creation – 8 tips
Wealth creation is an important goal for most, yet for many it seems unattainable and only something that people earning significant incomes will ever achieve.
Going offshore: Are you really sorted for retirement?
A reasonably common response when discussing offshore investments with prospective clients, is that they are “already sorted”.
New Year’s Financial Fitness Resolutions – Best exercises to get in shape
There is another resolution we tend to overlook, one that is vital to our well-being: setting annual financial fitness goals.
Candice Paine: Investing – the 9 things you can control
Independent financial expert Candice Paine targets the money side of things and reflects on a somewhat turbulent year, which has seen returns on most asset classes disappointing.