MoneyMarketing SA

11/06/2026

Finding the right technology for a financial advisory practice can be overwhelming.

MoneyMarketing spoke to Hadeda Technologies about how it helps advice businesses to choose the right tools for their needs through solutions such as Techfinder.

Hadeda helps practices compare vendors, identify technology gaps, and build a more efficient ecosystem across areas such as CRM, financial planning, compliance, and administration.

The result is a more structured approach to technology selection, helping advisers save time, reduce complexity, and make better decisions for their businesses.

Read more from MoneyMarketing on how Hadeda is helping financial advisory practices simplify vendor selection and improve efficiency: https://brnw.ch/21x3gqa

Discover how Hadeda Technologies helps South African financial advisory practices transform their tech ecosystems with tools like Techfinder.

09/06/2026

Old Mutual South Africa Independent Distribution combines human expertise with digital capability to help independent advisers grow sustainably. Each IFA is paired with a Business Consultant for operational, strategic, and growth support, without compromising your independence.

Access peer networks, succession planning, and business development resources built for the South African IFA landscape.

Strong partnerships create value: https://brnw.ch/21x3csK

03/06/2026

Still collecting ID copies and proof of address for every client? If your onboarding process still relies only on physical documents, you may be carrying more risk than you need to.

Join NCino KYC Africa for a webinar on what Document-Free F**A looks like in practice.

Tertia Barrett and Murray Collier will unpack the regulatory basis for document-free onboarding, explain how electronic verification can remain fully compliant within F**A, and demonstrate how it works in action.

You’ll also learn:

– What remote onboarding and rising fraud mean for KYC
– What to consider for a compliant document-free F**A process
– How biometric identity verification and liveness detection work
– What this means for your RMCP and Enhanced Due Diligence processes

Register now and see document-free onboarding in action: https://brnw.ch/21x33yA

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02/06/2026

The May edition of MoneyMarketing is here.
This month, we focus on the big themes shaping financial advice right now, including investing in Africa, insurance, DFMs and unit trusts.

Inside the issue, we look at Africa’s long-term investment potential, driven by population growth, better infrastructure and innovation across key sectors. We also explore how the insurance landscape is changing as clients look for more transparency, personalised cover and better claims support.

Plus, our features on DFMs and unit trusts unpack how advisers can save time, improve consistency and strengthen client outcomes.

Read the May edition for practical insight to help you navigate today’s financial landscape with your clients in mind: https://brnw.ch/21x31KW

21/05/2026

Old Mutual South Africa Independent Distribution pairs you with a dedicated Business Consultant who understands the regulatory landscape you face. Access compliance support, COFI readiness tools and legal expertise, so you can focus on servicing clients, not just meeting requirements.

Strong partnerships create value. Preserve your independence while accessing the support you need.

Learn more: https://brnw.ch/21x2HvA

13/05/2026

Financial crime affects all of us.
It fuels corruption, enables human trafficking, and damages trust in the financial system.

Now, as financial crime becomes more sophisticated, financial advisers and compliance professionals need practical tools, sharper insights, and stronger strategies.

That’s why we’re excited to introduce the Fighting Financial Crime Conference 2026, brought to you by NCino KYC Africa.

Expect expert voices, real-world insights, and important conversations about how we can strengthen the fight against financial crime.

Sign up for meaningful conversations on vigilance, ethical governance, and the future of financial crime prevention: https://brnw.ch/21x2rQk

Early Bird Discount Ends 15 May 2026. With limited tickets available, be sure to secure your booking today!

11/05/2026

For South African investors, the global investment map is changing. While Western markets have traditionally been the focus, Asia is now a critical part of the global growth story. China’s economy is maturing, shifting towards advanced industries like AI and green energy. Meanwhile, countries like Vietnam, Malaysia, and India are stepping up as key players in the region.

The 1nvest MSCI EM Asia Index Feeder ETF provides an easy, low-cost way to access this exciting transformation. With exposure to Chinese tech giants, Taiwan’s semiconductor industry, and India’s growing economy, this ETF is your gateway to Asia’s rise.

Discover how you can diversify your portfolio with this ETF: https://brnw.ch/21x2nDm

30/04/2026

Introducing the April Issue of MoneyMarketing!
As we step into the second quarter of 2026, the April issue of MoneyMarketing is here to help advisers and financial professionals navigate certainty in uncertain times. This month, we focus on the guidance clients need most in today’s dynamic environment.

Here’s what you can expect in this future-focused issue:
– Cover Story: Life annuities take centre stage as we explore how guaranteed income is becoming essential in holistic planning, especially in a world where longevity risk is no longer theoretical.

– Financial Freedom: In celebration of Freedom Day, we delve into how financial freedom is shaped by behaviour, structure, and long-term discipline.

– Transformation in Asset Management: We examine the progress in the industry and discuss how the profession can push further toward meaningful change.

– AI in Advice Practices: Discover how AI is transforming financial advice – not as a threat, but as a tool to enhance efficiency and client engagement.

– Awards Coverage: Celebrate the individuals and institutions raising the bar in financial services.

– Cryptocurrency Insights: Unpack what advisers need to know as digital assets mature and reshape the financial landscape.

Inside the issue, you can read a comment from:
Just SA, glu, PSG Wealth, Wealthvest Investment Management, Argon Asset Management, Momentum, PROpulsion, Allegiance Consulting (Pty) Ltd, Vukile Property Fund, Glacier by Sanlam and Luno.

This issue is packed with insights to equip you for the conversations that matter most. Read it now!

Read the April issue now: https://brnw.ch/21x24DI

22/04/2026

Terebinth Capital: A client-first approach to investment management.
In today’s ever-changing investment landscape, Terebinth Capital has built a reputation for disciplined, research-driven strategies that prioritise clients’ long-term goals.

Founded in 2013, Terebinth is a 100% manager-owned, B-BBEE Level 1 contributor managing R49 billion in assets (as of February 2026). The firm serves a diverse client base, including retail investors and some of South Africa’s largest retirement funds.

What Makes Terebinth Different?
– Cycle-aware investing: Markets are cyclical, and Terebinth’s scenario-based approach ensures portfolios are resilient across economic conditions.
– Rigorous research: Combining macro analysis with quantitative precision, Terebinth delivers low-correlation portfolios with reduced volatility.
– Focused product range: From Fixed Income to Hedge Funds, each fund is designed to align with long-term client objectives.
– Partnership with Advisers: Terebinth prioritises transparency, education, and disciplined risk management, offering solutions for clients who value liquidity, capital preservation, and steady returns.

Why Choose Terebinth?
Terebinth Capital’s success is built on:
– Consistent long-term performance
– Exceptional client service
– Real-world impact: Helping secure a better quality of life for retirees across South Africa.

Whether you’re a financial adviser or an institutional investor, Terebinth Capital offers a compelling proposition grounded in integrity, expertise, and long-term thinking.

Discover more about Terebinth Capital: https://www.moneymarketing.co.za/terebinth-capital-success-is-rooted-in-knowledge/

21/04/2026

Life Annuities: Certainty in Uncertain Times 💡.
Sief Parker, Product Owner: Life Annuities at by Sanlam, explains why life annuities are becoming a cornerstone of retirement planning in today’s volatile world.

Here’s why they matter:
– Guaranteed Income for Life: Life annuities provide retirees with a steady income stream, perfect for covering essential expenses like rent, healthcare, and electricity.
– Blended Strategies: Combining life annuities with living annuities offers the best of both worlds – guaranteed income and flexibility for growth.
– Longevity Risk Protection: Life annuities ensure you won’t outlive your savings, offering peace of mind for the long term.
– Modern Innovations: New products now include inflation protection, beneficiary guarantees, and customised income structures to suit your needs.

Did You Know?
Higher interest rates can make life annuities more attractive by increasing the starting income. However, timing the market isn’t necessary – it’s all about long-term planning.

Life annuities are a critical part of a holistic retirement plan, offering stability and security in uncertain times.

Find out how life annuities can enhance your retirement strategy: https://www.moneymarketing.co.za/the-importance-of-a-guaranteed-income-for-life/

The importance of life annuities is that there's a guaranteed income stream for life that can be structured to allow for an annual increase.