Many investors want the comfort of knowing that the financial advisers who they work with have no conflicts of interest in how they invest their clients’ money. They want advice from an advisor who is not only a CERTIFIED FINANCIAL PLANNER® but who acts independently and is free from bias. After much deliberation by the Financial Sector Conduct Authority, new legislation has been enacted that Veritas Wealth Partner Rick Briers-Danks believes gives consumers greater clarity on what it means to be an independent advisory practice.
News & Opinions
Industry Trends
Mind The Gap!
The most popular topic on Reddit in 2021 started with a C but it wasn’t Covid. People mentioned Cryptocurrency 6.6 million times. One thing is sure, Blockchain technology is here to stay, and the cryptocurrencies it underpins will probably be brought into the financial mainstream at some point. So, should you buy cryptocurrencies as part of your investment and retirement portfolio? Veritas Wealth founder Barry O’Mahony takes another look at what’s going on out there and shares his view.
It is not the criminal, it is the civil
In his latest commentary, Political analyst JP Landman notes that President Cyril Ramaphosa ‘has literally doubled the annual number of SIU investigations’ since he took charge three and a half years ago. Several high-profile heads have already been claimed, and it...
Financial Independence, Retire Early
FIRE – Financial Independence, Retire Early. It’s an intriguing personal finance movement, led by millennials, that is seeing a shift in the way that individuals approach work and finances. The move is based on the principle that you can retire not based on your age,...
Cutting Through the Crypto Clutter
As financial planners we are continually asked for our opinion on Bitcoin and Crypto Currencies. It is a hugely divisive and for some, emotional topic with very few people sitting on the fence. Around four years ago, we thought that Bitcoin would be a ‘’boom bust’’...
What’s Going On Out There?
So, what’s going on in an investment world disrupted by the pandemic? Veritas Wealth founder Barry O’Mahony analyses how markets and asset managers have been impacted by the pandemic and how we are responding by increasing the allocation in our portfolios to value-style investing.