Equilibrium

Improved balance in your practice

Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
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Removing the jargon from your investment goals

Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
Riaan Bosch, Portfolio Manager at Equilibrium

The power of balance in your advice practice 

Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
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How to get the year off to a good start.

The start of a new year is a great time to reflect on what worked and what didn’t in the past.
Head of Equilibrium

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
Methula Sikakana, Business Development Manager, Equilibrium

How advisors are benefitting from partnering with a DFM

A growing number of financial advisors in South Africa are starting to use discretionary fund managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
Financial Planning Event

Blue Chip Round Table Series

Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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Most Popular

The Crème de la Crème – meet the three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet the three finalists.

Reimagining retirement

Historically, clients had to choose between the certainty of a life annuity and the flexibility of a living annuity. Now they can get the...

The spirit of growth, generosity and renewal

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news in the new issue of Blue Chip.

Choosing the right hedge fund

Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund.

Midlife recalibration: guiding clients through the midlife transition

Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.
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