MoneyMarketing SA

MoneyMarketing SA MoneyMarketing is a monthly print publication that provides up-to-date news and views for financial

MoneyMarketing is a monthly print publication that provides up-to-date news and views for financial advisers and brokers, with expert opinions and analysis from leading opinion formers in the investment and insurance industries. Complementary news appears daily on our website www.moneymarketing.co.za

Exciting opportunities await in South Africa’s private equity space. Learn how Agile Capital Investment Company supports...
10/10/2025

Exciting opportunities await in South Africa’s private equity space. Learn how Agile Capital Investment Company supports businesses in scaling sustainably while embracing transformation. Read about key insights from the SAVCA 2025 report today.

Find out more here: https://brnw.ch/21wWvLb

Explore private equity in South Africa as a pathway to business growth, sustainable returns, and transformation in 2025.

Are you ready to invest smarter? Hedge funds in South Africa are redefining risk management and delivering sustainable r...
09/10/2025

Are you ready to invest smarter? Hedge funds in South Africa are redefining risk management and delivering sustainable returns. Jarred Houston, Equity Analyst and Co-Portfolio Manager from All Weather Capital explains how they can play a key role in your investment journey.

Read more here: https://brnw.ch/21wWtsZ

Discover how hedge funds in South Africa manage risks dynamically and optimise risk-adjusted returns for more reliable long-term growth.

Revolutionising financial advice with scalable AI! Allegiance Consulting (Pty) Ltd is transforming how financial adviser...
08/10/2025

Revolutionising financial advice with scalable AI! Allegiance Consulting (Pty) Ltd is transforming how financial advisers connect with clients, blending technology and human insight for exceptional results. Learn how innovations like Avalon CRM and Ariel AI can empower your advisory practice.

Read more here: https://brnw.ch/21wWrCq

Scalable AI for financial advisers propels client engagement and planning. Discover automation tools for personalised financial advice.

Technology is transforming the way financial advisers work – and clients are feeling the difference.From secure client p...
06/10/2025

Technology is transforming the way financial advisers work – and clients are feeling the difference.

From secure client portals that replace clunky emails, to AI tools that cut hours of admin, AtWork is helping advisers spend less time on paperwork and more time where it matters most: with their clients.

As Niclaas Roets explains: “Your client data, your compliance, your reporting – all of it lives in the system. That’s why choosing the right technology partner is critical.”

Read more about how atWORK is reshaping advice with smarter, safer and more human-focused technology: https://brnw.ch/21wWn5w

Technology is transforming financial advisers through CRM, Client Zones, and AI solutions. It's about empowering relationships

Empowering financial inclusion with Stablecoins.For Jonathan Katende, founder of Lipaworld Africa building financial inc...
03/10/2025

Empowering financial inclusion with Stablecoins.
For Jonathan Katende, founder of Lipaworld Africa building financial inclusion is personal. As a two-time immigrant, he experienced the challenges of remittances, opening bank accounts, and transferring credit history.

These pain points inspired him to create Lipaworld, a fintech venture using USDC stablecoins to deliver secure, accessible financial services.
– Serving immigrants, freelancers, and small businesses, Lipaworld bridges the gap with lower-cost, fast, and reliable global money transfers.
– From remittances to innovative tools like stablecoin cards and direct vouchers, Lipaworld redesigns how financial freedom looks.
– By combining security, accessibility, and intuitive design, Lipaworld ensures even non-crypto users can benefit from financial autonomy.

Katende’s vision goes beyond transactions – it’s about empowerment, especially for underserved communities. With regulatory momentum growing in Africa and globally, Lipaworld aims to unlock new opportunities and redefine financial inclusion.

How could tools like this reshape the financial landscape? Let us know your thoughts! Read more here: https://brnw.ch/21wWjsL

Jonathan Katende and Lipaworld is using USDC stablecoins to address financial inclusion for immigrants, freelancers, and businesses globally.

Advisers: Did you know a client’s family health history can significantly impact life insurance? By encouraging full dis...
02/10/2025

Advisers: Did you know a client’s family health history can significantly impact life insurance? By encouraging full disclosure and promoting healthy choices, you can help clients secure better coverage that protects their families. Joretha Bothma, Head of Product Development, Underwriting and Claims at Momentum Life Insurance, goes into more detail.

Read more here: https://brnw.ch/21wWhPp

Family health history and life insurance: Advisers can guide clients on securing cover by addressing hereditary risks and lifestyle factors

Beyond the US: The value opportunity in international markets Most associate the current bull market with a "Growth" sto...
02/10/2025

Beyond the US: The value opportunity in international markets

Most associate the current bull market with a "Growth" stock rally, driven by the US's Magnificent-7. But globally, the picture is quite different. Outside the US, the "Value" style is thriving. Duncan Lamont, Head of Strategic Research at Schroders, explains why.
– The US holds a 75% weight in global markets, overshadowing the rest of the world.
– Extrapolating US performance globally may have led to missed opportunities.

What can you do today? Assess where the value opportunities lie internationally and rethink your global investment strategy.

Don’t limit your view to US performance. Expand your horizons and position yourself for future success!

Click here for more: https://brnw.ch/21wWhwh

Diversification beyond US stocks is essential as S&P 500 valuations peak. Explore global opportunities for better offshore returns

Why limit your investment strategy to the US market? With valuations at record highs, now’s the time to explore diversif...
01/10/2025

Why limit your investment strategy to the US market? With valuations at record highs, now’s the time to explore diversification into undervalued global markets. From Japan to smaller sectors, Rob Perrone, Senior Investment Specialist at Orbis, Allan Gray’s offshore investment partner, explains how to unlock potential returns while mitigating risks.

Read more here: https://brnw.ch/21wWfpc

Diversification beyond US stocks is essential as S&P 500 valuations peak. Explore global opportunities for better offshore returns

Advisers: Did you know a client’s family health history can significantly impact life insurance? By encouraging full dis...
30/09/2025

Advisers: Did you know a client’s family health history can significantly impact life insurance? By encouraging full disclosure and promoting healthy choices, you can help clients secure better coverage that protects their families. Joretha Bothma, Head of Product Development, Underwriting and Claims at Momentum Life Insurance goes into more detail.

Read more here: https://brnw.ch/21wWdCP

Jonathan Katende and Lipaworld is using USDC stablecoins to address financial inclusion for immigrants, freelancers, and businesses globally.

Your reputation is your strongest policy For brokers, success isn’t only about products or premiums – it’s about trust. ...
29/09/2025

Your reputation is your strongest policy

For brokers, success isn’t only about products or premiums – it’s about trust. Clients stay loyal when they know their broker will be there when it matters most.
Old Mutual Insure is committed to helping brokers protect that reputation with:
– Fast, reliable claims support
– Easy-to-use tools like MyOMinsure
– A wide range of solutions, from home and car cover to farming, SMEs and specialist risks

Remember – your reputation built your brokerage.

Learn more here: https://brnw.ch/21wWbrq

Your reputation is your strongest policy.For brokers, success isn’t only about products or premiums – it’s about trust. ...
22/09/2025

Your reputation is your strongest policy.
For brokers, success isn’t only about products or premiums – it’s about trust. Clients stay loyal when they know their broker will be there when it matters most.
Old Mutual Insure is committed to helping brokers protect that reputation with:
– Fast, reliable claims support
– Easy-to-use tools like MyOMinsure
– A wide range of solutions, from home and car cover to farming, SMEs and specialist risks

Remember – your reputation built your brokerage.

Learn more here: https://brnw.ch/21wVYBP

Your reputation is your strongest policy.For brokers, success isn’t only about products or premiums – it’s about trust. ...
19/09/2025

Your reputation is your strongest policy.
For brokers, success isn’t only about products or premiums – it’s about trust. Clients stay loyal when they know their broker will be there when it matters most.

Old Mutual Insure is committed to helping brokers protect that reputation with:
– Fast, reliable claims support
– Easy-to-use tools like MyOMinsure
– A wide range of solutions, from home and car cover to farming, SMEs, and specialist risks

Remember – your reputation built your brokerage.

Learn more here: https://brnw.ch/21wVURy

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