Wealth Transfer 101: Understanding taxes, trusts, and family dynamics

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South Africa faces a massive wealth transfer. Lisa Kaplan of Sterling Private Wealth explains how planning can protect legacies.

22 Aug 2025 English South Africa Business

Revolutionising retirement income: Overcoming volatility and liquidity challenges with modern living annuities

Once you retire, your investments need to do two things: provide you with an income and keep your capital growing, explains Fedgroup’s Paul Counihan. But protecting what you’ve built becomes even more important when you no longer have a regular income coming in.

19 Oct 14 min

Navigating market paradoxes in 2026

PSG Wealth CIO Adriaan Pask reiterates that investors need “to focus on spreading things a bit wide” to diversify and protect themselves in difficult times.

19 Oct 8 min

AI will change jobs before it changes job descriptions

As the Singularity South Africa Summit approaches, Old Mutual’s group chief human capital and corporate affairs officer, Celiwe Ross, discusses AI’s impact on work, skills and the future of business.

13 Oct 7 min

AI can generate answers: Leaders still need judgement

Gibs MBA director Professor Manoj Chiba discusses how AI is reshaping work, why human judgement remains critical, and how South Africa’s experience with volatility could help prepare leaders for an increasingly uncertain world.

28 Sep 8 min

Active vs passive investing: Navigating global markets and risk

All podcasts relating to client content packages.

16 Sep 10 min