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Momentum Investments Global citizen Masterclass

Momentum Investments: Global Citizen Masterclass webinar

Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The financial planner as a thinking partner

Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
Yershen Pillay

Building an innovative and employable workforce

If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum
portrait of a young woman holding a laptop while standing outside of a school

Introducing purpose-driven financial coaching: embrace a human approach to financial planning

The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Analytics

Your goals matter – find out how they help shape your investments

What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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