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Business partnership with government

The financial services sector is built on trust and confidence, yet this has been lacking between business and government. There are now tentative indications that this is being repaired, albeit at a slow and uneven pace.
Financial planning

The impact of mental health on financial planning

One undeniable fact, central to financial planning, is the link between mental health, poor decision-making and financial difficulties, says Roland Cox, Executive Coach, Aspiral Coaching and Leadership
Photo of Karabo Seima, portfolio manager at Momentum Investments

How the Momentum Income Plus Fund can provide a haven in...

The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Global Emerging Markets

Offshore allocations: why Global Emerging Markets beckon  

James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
Photo of Kapil Joshi, CEO, Momentum Money.

The A.R.T of saving with Momentum Money

Gone are the days when businesses could create products and expect clients to mould their lifestyles to them, says Kapil Joshi, CEO of Momentum Money
Kobus Wenzel speaking on trends

1Life Insurance roadshow unlocks new opportunities for brokers in a challenging...

South African businesses are navigating unprecedented challenges as the impact of global events and local headwinds such as persistent loadshedding and a weak rand create economic pressures that weigh on consumer spending.
BRICS

Look both ways before you cross the BRICS Road

The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
African Business_Special Economic Zones_Cape Town

Are Special Economic Zones the key to African growth?

Nations across the continent are increasingly investing in economic zones as a way to promote manufacturing, boost industrial production and increase exports.

Barry O’Mahony, CFP®

Done properly, financial planning is one of the most honourable professions out there because it can make a huge difference to people’s lives, says Barry O’Mahony, CFP®
offshore investment

Offshore investments vs offshore endowments

When investing directly offshore in foreign currency instead of rands, there are generally two options to consider on an offshore investment platform, says Martiens Barnard, Marketing Actuary 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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