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COFI readiness

Financial Planning

Understanding you is where great advice begins

A trusted partner

Practice Management

What makes a succession plan practically executable?

The digital gateway to visibility and trust for financial planners

Practice Management

The quiet power of planting trees for tomorrow

Practice Management

Using multiple financial advisors may hurt your wealth

INN8 Invest

The TT and trusts: legacies in the Isle of Man

Blue Quadrant Capital Management

A winning formula

Building personal relationships

Financial Planning

AI is not coming for your financial planning job

A “super El Niño” threatens waves of commodity-driven inflation into 2027

Helping clients during times of volatility and uncertainty

Responsible Investment

Not all green is the same: what you should know about the different approaches to sustainable investing

Anchor Capital brings high-conviction active strategies to the JSE in low-cost ETFs

Ignore asset allocation at your peril

HUM South Africa 2026 – SHOW 18

The Investment Think Tank

Pleasant with intervals of clouds and sunshine

A DFM who is not just talking technology

Enhancing value and diversification

Behavioural Finance

Conversations over calculus

Hedge fund fees suggest investors are buying a superior product

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In The Spotlight

Understanding you is where great advice begins

Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum.

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In The Spotlight

Blue Chip DFM Guide 2026

Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.

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Using multiple financial advisors may hurt your wealth

What makes a succession plan practically executable?

The digital gateway to visibility and trust for financial planners

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Featured podcasts & videos

How and why a financial planner should use a DFM

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Offshore Investment: Where, how and how much

Blue Chip Digital Round Table series: Offshore Investing, getting it right

Offshore Investing – Round Table Discussion

A very good year

Terence Tobin FAMILY FOCUSED CERTIFIED FINANCIAL PLANNER® AND RICH IDEAS GROUP FOUNDER

Terence Tobin, CFP® | Financial Planner Profile

Danie van den Bergh, Head of Acquisitions: Momentum Advice

A partnership for lifelong success

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Insights and analysis

Events

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.

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Events

HUM South Africa 2026 – SHOW 18

The Investment Think Tank

IRFA 2026 Conference

2026 FPI Professional’s Convention

ARCHIVED EBOOKS

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more news

Understanding you is where great advice begins

What makes a succession plan practically executable?