Category Archives: Featured

Featured articles

An Open Letter To SA Wealth Managers

I recently had an interesting conversation with my father about investing, saving, and general financial management which absolutely opened my eyes. My father is part of what in the US is referred to as the “baby boomer” generation born during a population surge following WWII. The generation that is either preparing to or in the…
Read more

What is Money?

The Merriam-Webster definition of money is “something generally accepted as a medium of exchange, a measure of value, or a means of payment…” and goes onto include coins, bills etc. Over the past 10, or even the past 5 years, the definition of what money is from an individual perspective has changed dramatically. Whereas our…
Read more

The “Appification” of Investment Management

I have spent a lot of time over the years taking detailed notes of client needs, conducting in-depth research into tech solutions, and coming back with detailed analyses, cost breakdowns, and implementation timelines. In the last few years I have seen a dramatic change in how investment management technology is not only delivered to firms,…
Read more