The best financial advice starts with your goals, not a product
Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
Selectivity and discipline matter in 2026
Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.
The Investment Think Tank
The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.
IRFA 2026 Conference
The IRFA 2026 Conference will address the dual transformation facing African retirement funds.
HUM South Africa 2026 – SHOW 18
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
The role of data, CRM systems and risk intelligence in practice...
Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.
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The end of the financial planner as we know it?
What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)
Is your investment making you emotional?
Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities.
The index decision that matters
Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.
Two-pot withdrawals, December bonuses and mounting debt
Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.
What is an ETF?
Exchange-traded funds offer financial planners a growing range of options for building client portfolios.
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