Bitcoin in South African portfolios: Why a small allocation makes sense
This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.
The key factors that matter to financial advisers
Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
FPSB honours two leaders for outstanding contributions to the financial planning...
Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award
What leadership means to Consult’s new CEO
As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.
The power of understanding financial behaviour
How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
Philanthropy in South Africa: evolving trends and its role in a...
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
The evolving landscape of retirement income
As the retirement environment continues to evolve, blended annuity strategies offer a more resilient, diversified approach to income planning. By Rocco Carr, Business Development Manager, Glacier Financial Solutions
South Africa’s retirement industry is proving its resilience
Henré Prinsloo, Head of Employee Benefits and Actuarial Consulting at Momentum Corporate discusses the major trends impacting the local retirement fund industry and how recent regulatory changes have tested its resilience.
- Advertisement -
Most Popular
The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference
A practical virtual conference for financial planning businesses that want to run smarter operations, without adding unnecessary risk or complexity.
PROpulsion Practice Management Conference 2026
The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.
When clients ask if they have done enough
Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.
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.
- Advertisement - 
