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Types of hedge funds offered in South Africa

All hedge funds in South Africa are classified according to four tiers. Each tier addresses one of four key questions that any hedge fund investor should consider when deciding to invest.

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.

Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.

Standard Bank to host 5th SA SOC Investment Summit in Dubai...

The summit is a key platform designed to connect South African SOCs with leading Gulf region investors, sovereign wealth funds, and corporates to accelerate infrastructure development and trade between Africa and the Middle East.

Announcement of Finalists for the 2025 Financial Planner of the Year...

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.

Empathy: tonic or toxic for client relationships?

Financial planners have the privilege and challenge of often dealing with clients in emotional turmoil. Rob Macdonald explores the role and effect of empathy in our client relationships.

The role of Absa Prime Brokers in the hedge fund industry

Prime brokers play a vital role in supporting hedge funds by providing essential services and resources. By Chris Edwards, Managing Director and Head of the Prime Services, and the Index & Structured Solutions businesses at Absa Bank Ltd.
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Invest in the future of financial planning: Support the FPI Education...

With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals. 
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South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.

Marching to the beat of a younger generation’s drum

The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
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Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Modern portfolio thinking: How diversification is evolving for today’s markets

In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.

Listening: the financial planner’s “tape measure”

The key to ensuring the financial plan fits the client’s life, not just their wallet.

ABSA: Putting client needs at the centre of portfolio decisions

Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.

Future-proof your move: why your next qualification should be immersive

With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
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