Financial Planning

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Doomed – A festive season, without a financial plan

08 October 2024 | All

Financial Planning Week: Here’s how to gain long-term business success

03 October 2024 | All

Financial Planning Week (7th -11th of October) is an annual initiative aimed at raising awareness around the importance of financial planning and presents a unique opportunity for businesses to reflect on their financial strategies.

The Great Wealth Transfer: financial planning across generations

14 August 2024 | All

Bridging the GAP within financial planning

26 July 2024 | All

Momentum Wealth has introduced an innovative tool, the Income Illustrator, empowering financial advisers to optimise retirement income strategies for their clients. With a focus on blending certainty and flexibility for people, this innovative solution aims to reimagine retirement planning in South Africa.

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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