Company Insights

The hidden strength of SA equities

Liberation Day to record highs: The hidden strength in SA equities

For South African investors, the post-"Liberation Day" rally has revealed a hidden strength in local equities that defies the broader narrative of emerging market vulnerability.
Bertie Nel, Momentum Head of Financial Planning and Advice

Bridging the financial divide: technology can help drive inclusion in SA 

Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
GloRep launches Compliance on Demand

GloRep launches ‘Compliance on Demand’

In a world where compliance obligations are becoming more complex and dynamic, businesses must rethink how they approach risk management. 'Compliance on Demand' offers a smarter path forward, and GloRep is leading the charge.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

If you don’t pay, you don’t stay

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Florbela_Yates_DTOI5458

How having a bias affects your potential returns as an investor

According to Florbela Yates, Head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
AMETF

What you need to know about AMETF transparency

According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities.

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the...

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
Capital Legacy Awkward positions

Don’t die in an awkward position 

Capital Legacy stresses the importance of South Africans having a will regardless of age through their latest awareness campaign: "Don't die in an awkward position. Don't die without a will.".
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Focused long-term returns

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.

Blue Quadrant Capital Management

Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.

Strategic learning for practising professionals: a case-based approach

In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
2025 FPI's Professional's Convention

2025 FPI Professional’s Convention

The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg. Join us...

ABSIP Financial Services Symposium 2025

We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.
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