Building wealth through consistency
Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset.
COFI is not the disruptor. It’s the accelerator
The advice industry in South Africa has never stood still. Over the past two decades, we have seen steady progression in professionalism, compliance standards and client outcomes. COFI does not change that trajectory. It accelerates it.
Differential Capital
AI-led investing. Conviction-driven outcomes. From inception the firm has embedded artificial intelligence at the core of its investment process – combining machine learning, data...
Why good people ignore good processes
Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.
Oyster Catcher Investments
Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.
The vulnerable young adult: when legal control arrives before financial maturity.
This article is the third in a series on advising vulnerable clients written by Wessel Oosthuizen, CFP®, FISA®, Head of Financial Planning at Fiscal Private Clients. This one is focused on what happens when legal control arrives before financial maturity.
Strong partnerships create value
Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
Good advice is changing: Join us at PROpulsion Ascend 2026 on...
What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession.
ABSIP Financial Services Sector Awards 2026
ABSIP Financial Services Sector Awards 2026: Architects of the Inclusive Economy: Shaping the Next Frontier of Financial Services.
- Advertisement -
Most Popular
COFI Bill set to reshape financial advice industry
Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner
The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.
Helping clients turn wealth into lasting impact: The role of advisers in legacy giving
Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.
How enhanced indexing is redefining quantitative investing
For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium.
From scribes to software
What changes, what endures and why AI is different, asks Francois du Toit, Founder and Director, PROpulsion.
- Advertisement - 
