How does the DFM business model support the sustainability of independent...
The rise of DFM-led communities presents both opportunities and challenges.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
What are all the costs that go into using a DFM?
As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.
How flexible and customisable should a DFM offering be?
As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.
Blue Chip DFM Guide 2026
Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.
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The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
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What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
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 inspiring excellence and...
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.
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