Don’t let business get personal
Bertie Nel, Momentum Head of Financial Planning and Advice provides 5 tips to separate your financial ambitions.
The power of balance in your advice practice
Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
Cogence’s first CEO, a seasoned leader in start-up ventures, finds the...
Cogence’s first CEO, Jonel Matthee-Ferreira, excels at building investment businesses and inspiring her team. She finds Cogence uniquely exciting and is confident that competitors cannot replicate it.
Shaping the future of financial planning in South Africa
The School of Financial Planning Law (SFPL) at the University of the Free State has long been a trailblazer in the field of financial planning. As Professor Liezel Alsemgeest, the School’s Director explains, high standards for teaching and research continue to keep SFPL at the forefront of the discipline in South Africa.
Why choose semi-liquid funds for investing in renewable infrastructure?
There are more opportunities for private investors to access renewable energy investments today, write Duncan Hale and Jack Wasserman of Schroders.
The 2-pot system: An opportunity for advisors to support members’ goals
Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
Avoiding The Behavioral Pitfalls of Bitcoin
Bitcoin has taken over the world and there are critical measures that investors need to be aware of, writes Paul Nixon, head of behavioural finance at Momentum Investments.
South African business ranks infrastructure blackouts as biggest risk
The Allianz Risk Barometer 2024 asseses the top risks to business in South Africa. Critical infrastructure blackouts, cyber security and disruptions to business operations such as supply chains top the list of the concerns.
Kim Lewis, CFP® | Financial Planner Profile
Blue Chip speaks to Kim Lewis, CFP® at Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®.
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity
Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
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Alexforbes named South African Manager of the Year at the Raging Bull Awards
Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.
What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
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.
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