Psychology and AI in investments
AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...
A leap forward into a new digital era
Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
Some important changes in the world of divorce law
Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa.
Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
ETFs, ETNs and AMCs: is this the future of investing?
Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
Next Generation Certification Standards
Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.
How to get the year off to a good start.
The start of a new year is a great time to reflect on what worked and what didn’t in the past.
Momentum Investments’ new CEO: Ferdi van Heerden
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
Offshore investing: where, how and how much?
In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
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The 2026 guide to structured products in South Africa
Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.
Is everything becoming AI – and how can you respond without selling equities?
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
What is a structured product?
Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.
Digital Transformation Summit – South Africa 2026
Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.
Cyber Security Summit – South Africa 2026
The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.


















