When clients ask if they have done enough
Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.
Causeway Securities
Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York.
Absa Index and Structured Solutions philosophy and process
Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals.
Index methodologies in structured products
This piece aims to provide an understanding of how issuers select and
build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.
Why blending unit trusts remains essential
In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.
2026 FPI Professional’s Convention
Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.
Alexforbes named South African Manager of the Year at the Raging...
Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.
Is everything becoming AI – and how can you respond without...
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
Why advisers hold the key to client peace of mind when...
Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, describes the pivotal responsibility of financial advisers, not just as financial and investment planning experts, but as trusted partners.
2026 FPI Awards are officially open
The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.
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How does the DFM business model support the sustainability of independent advice?
The rise of DFM-led communities presents both opportunities and challenges.
When gold miners became the new tech giants
Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
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