How to become a financial advisor in South Africa
The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.
The UFS School of Financial Planning Law celebrates 25 years of...
The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
Hollard Investment Managers
Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.
Financial Planning for the Global Citizen
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Global Financial Planning Conference ALL STARS
PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 9 June 2026.
Is your DFM truly independent?Here’s how to tell
Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?
Join us at the PROpulsion Financial Planning Conference 2026 – The...
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the...
In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.
Equilibrium Investment Management
Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.
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Catering for bespoke needs
Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
The behavioural alpha – hedge funds offer more than an investment solution
The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.
When it comes to performance hedge funds are not all made equal
Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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