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The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
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This is Citywire Advice Around the World. We are Ian Horne and Amelia Garland, and we are virtually traveling around the world to find the best stories we can from the international planning community. We’re going to share some unique stories and insights from the pioneers and trailblazers in our industry and find out quirks and interesting tales about them along the way. Message us to share your story.
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‘Market Pulse Monthly with Morningstar’ - Is SA on the cusp?
18:49
18:49
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Morningstar South Africa’s Sean Neethling discusses the sentiment shift toward SA assets and what investors should pay attention to amid the government's coalition transition. ‘Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making. To…
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Putting the ETF in fund selection ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look out for
27:41
27:41
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Welcome to 'Money, Markets, and Masterminds' – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making. My guest today is Gareth Stobie, the founder of CoreShares, which has blossomed into a flourishing passive investment management business and ETF issuer. At the point of its acqu…
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Numsa boss slams neo-liberal policies and pension fund reform
31:24
31:24
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31:24
In this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production. Numsa is the biggest trade union in South Africa with around 340,000 me…
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'Mind over Markets with Morningstar' - How sticky are flows, really?
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19:01
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Today is our first episode of a new underlying series in partnership with Morningstar South Africa and their Head of Investments - Sean Neethling, who was on the show not too long ago. This new series is aptly called: ‘Mind over Markets with Morningstar’ and will provide the latest insights on monthly investment trends. So, for the foreseeable futu…
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Alexforbes addresses several misconceptions around the upcoming two-POT retirement system
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27:44
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The two-pot retirement fund system is the most significant reform that the local pension fund industry has seen in recent years. Besides getting a handle on the legal changes — including the Revenue Laws Amendment Bill and the Pension Laws Amendment Bill —each private and public fund will also have to amend its rules to accommodate the new regime. …
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Trustees need to ensure that members have access to financial advice
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In this episode, we delve into the essential topic of default regulations and their impact on investors and retirees. We'll explore the significance of these regulations for investment portfolios, the crucial roles of trustees and financial advisers and the strategic setup of the Investment Policy Statement. Discover how these regulations, implemen…
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The rise in JSE company delistings has elevated investor concerns
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The South Africa of 1995 was a very different place. The country was basking in the glow of its first democratic elections the year before. We won the Rugby World Cup for the first time and DStv had just launched. The Johannesburg Stock Exchange also looked vastly different. At the time, 600 companies were listed on the exchange. Only six of the co…
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Probate challenges and estate planning complexities
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24:30
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Many South African investors are seeking offshore opportunities, whether for diversification purposes or a currency hedge, or due to an economic or a political agenda. However, a recurring, underlying problem in such decisions is that most individuals don’t realise how their foreign investments may impact their estate on death. Offshore probate ref…
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From past to present – the role of CPD in shaping financial, legal and tax advice
31:56
31:56
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Welcome to Money, Markets, and Masterminds,’ a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making. In this episode, we explore the captivating journey of continuous professional development (CPD) in South Africa, with a specific focus on its impact within the tax advisory landscap…
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Unveiling the lasting value of brokers – insights from the funeral industry
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Insurance brokers still play a vital role in the financial services industry in providing product expertise, access to markets, claims assistance and regulatory compliance support. Despite technological advancements and alternative distribution channels, brokers continue to serve very specific needs in the value chain. In this episode we are talkin…
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How open are African pension funds to offshore allocations?
18:09
18:09
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As the global economy evolves, so do the strategies of institutional investors, including pension funds. With an aim to diversify their portfolios and optimise returns, many retirement funds across the continent are increasingly looking towards offshore investments. But I wanted to find out what exactly the trends are and what is driving this shift…
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Prescribed assets - The potential erosion of investor choice and misallocation of capital
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19:05
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19:05
Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making. If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right place - here…
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ASISA’s refreshed approach to the 2023 hedge funds statistics
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13:47
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On Tuesday I was invited to attend a media conference at the Association for Savings and Investment South Africa (ASISA), where the organisation introduced its Transformation Report, amongst other things. It detailed the progress made by ASISA members between 2018 and 2022 and revealed that both life offices and asset managers had made encouraging …
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Understanding the tax implications of the SA's two-pot retirement system
9:47
9:47
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"Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making. If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right place - her…
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How government policies will affect taxpayers and their advisers
20:26
20:26
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20:26
‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making. If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place, with me…
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A PMs view of the mining industry's balance sheet and how gold has proved most resilient
22:34
22:34
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22:34
Welcome to 'Money, Markets, and Masterminds' - Citywire South Africa's inaugural podcast - that delves into the intricate world of finance, investment, and strategic decision-making.By Citywire South Africa
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Advice from Switzerland: Financial coaching, heavy metal and why women are better investors
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In this edition of Advice Around the World, we discuss running a planning firm that spans Switzerland, Sweden and Germany, as well as the importance of financial coaching and inclusion. Financial planning, heavy metal, inclusion, and why women are usually better investors than men. This episode of Advice Around the World covers lots of ground, whic…
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Argentina, asados, and advice in a volatile economy
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25:37
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In this episode of Advice Around the World, Gusi Cohen from Insigneo offers an Argentine perspective on financial planning, rugby, and the perfect asado. Most financial planners have a challenging job as it is, but how would you operate in a nation with political unrest like Argentina? There is a lot to love about the country, but in a financial se…
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Success Stories from South Africa: diversity, funeral plans and financial literacy
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Episode eight of Advice Around the World takes us to South Africa, where we talk to Gugu Sidaki, founder of financial planning firm Wealth Creed, about financial literacy, diversity, funeral plans, and more. How many advice firms do you know where most clients are black women? Not many, we assume. In this week’s Advice Around the World, Gugu Sidaki…
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Podiums and planning: The Welsh adviser with Olympic ambitions
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Episode eight of Advice Around the World takes us to Wales, where we speak to record-holding athlete and successful advice firm founder, Jade Williams. The young Welsh planner is a national record holder for the 3000-metre steeplechase, training for the Olympics, and the owner of an advice business with over £100m in AUM. She also dances Argentine …
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Lessons from Canada: Transparency and leadership in an unregulated market
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In episode seven of Advice Around the World, we head to Canada for a lesson on leadership, standards setting, and team culture from PWL Capital’s CEO, Brenda Bartlett.By Citywire
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Wellness, yoga and finding your flow: Lessons from a money coach
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24:56
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How do you find your flow with money? Lea Schodel, Australian innovator and life coach, tells all in episode six of Advice Around the World. As strange as it might seem, we all have a relationship with our money. In this week’s podcast, we delve into this relationship, to see what money coaching can do to improve our decision-making and enhance the…
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Bees, wine, and Maori connections: Storytelling from a Kiwi
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30:03
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For episode five of Advice Around the World, we speak to Nick Stewart, CEO of New Zealand-based planning firm Stewart Group. We begin by discussing Stewart’s Ngai Tahu ancestry, and what these Maori roots mean to him as a person. From there the conversation turns to beekeeping and wine, and starts to head down paths that are not well traveled in th…
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We’re all going on an insurance holiday – Hong Kong’s Advice Market
21:25
21:25
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This week’s Advice Around the World podcast takes us all the way to Hong Kong, where we speak to Simon Parfitt from Pyrmont Wealth. Parfitt is one of the standout financial planners in his region, and he has some incredible insights to share with us on his local market. There are several revelations here. One which particularly stood out is the fac…
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From PPP loans to Kitces’ blue shirt branding: Part two of Advice Around the World
25:05
25:05
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In part two of Advice Around the World with Michael Kitces, we look at brand building and communication. However, we begin with a look into America’s Paycheck Protection Program, a loan scheme which a handful of US advice firms have controversially utilized. We also discuss how Kitces has built his brand, and why he only ever wears blue shirts. He …
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From World of Warcraft Gamer to Financial Planning Wizard: Tales from Michael Kitces
26:40
26:40
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26:40
Advice Around the World heads to the United States for episode three, where we speak to financial planning trailblazer Michael Kitces. In part one, we learn about Kitces’ numerous roles within financial planning and fintech, as well as his views on what separates a great business from a good one. We also get some practical and valuable tips on how …
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Cyber scams and bushfires: Tales from Australia
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32:27
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Advice Around the World heads to Australia for episode two, as we speak to David Andrew, founder and CEO of Capital Partners Private Wealth Advisers. In a Zoom call spanning across three very different time zones, we ask Andrew about the decisions that turned Capital Partners into a multiple award winning business. Andrew also discusses the importa…
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From James Blunt's roommate to Dubai IFA: advice around the world
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AES International chief executive Sam Instone is kicking himself. Having shared a room with James Blunt while the two were both officers in the Household Cavalry, it is safe to say doubting Blunt's talents was not one of his best decisions. In episode one of Citywire’s new Advice Around the World podcast, Instone tells Ian Horne and Amelia Garland …
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