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Nici Macdonald

Next Generation Certification Standards

Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.
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The arithmetic is not in active funds’ favour

Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.

Power wheeling: the solution to grid instability and achieving South Africa’s...

Vodacom Group Chief Technology Officer Dejan Kastelic explains how “virtual wheeling” offers an exciting and innovative way forward for companies looking to move beyond loadshedding.
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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.
Ferdi van Heerden

A universal perspective

Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
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Does NHI spell the end for medical aid and gap cover?

The role of medical schemes and the role of gap cover is a matter of speculation at present as it has not been determines what benefits the NHI Fund will provide.
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So, you’ve been there, seen that and done it all?

Trevor Glassock, Head of sales at Dr Roddy Carter, highlights how Dr Roddy Cater's 14-week Unstoppable YOU programme stands as a beacon for personal mastery and resilience.
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Fed is at cruising altitude, but still awaiting clearance to land 

Investors have fastened their seatbelts in anticipation of an imminent descent in US rates. But sticky wage growth is likely to keep a cautious FOMC in a holding pattern until later in the year.
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Top performing PortfolioMetrix income fund set to list ETF version on...

Global investment manager PortfolioMetrix announced that it will list an actively managed exchange-traded income fund on the JSE at the end of January.
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Investing in machine learning research 

Machine learning is a rapidly growing field that offers many potential applications in investment management and related fields, writes Eugene Botha, Deputy Chief Investment Officer at Momentum Investments.
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The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.

Delivering consistent outcomes through hedge fund solutions

Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.

The best financial advice starts with your goals, not a product

The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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