Cyber Security Summit – South Africa 2026
The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.
2026 FPI Awards are officially open
The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.
Courage, compassion and consistency: a journey from zero to 1,300 clients
Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.
Let the main thing remain the main thing
The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.
Enhancing your advice proposition
Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.
Practice durability pressures: succession, consolidation and margins
Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace.
It’s always been good practice, but now it’s a legal requirement…
On 26 March 2025, the FSCA published a conduct standard on financial education initiatives. The conduct standard sets out various requirements with which financial institutions must comply from 25 March 2026. Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI provides a summary of what will need to happen.
Scaling new heights
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.
Learnings from the field: IFA mergers and acquisitions
Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
Building private equity allocations: Why wealthy investors have an advantage in...
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
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COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Catering for bespoke needs
Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
The behavioural alpha – hedge funds offer more than an investment solution
The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.
When it comes to performance hedge funds are not all made equal
Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.
Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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