Succession planning for independent financial advisors in South Africa
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
What is keeping the next generation of wealthy families awake at...
A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
The succession plan dilemma for financial advisors
Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
Success in succession: A guide to succession planning for financial advisers
Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
Navigating succession: financial advisors retire much later than they realise
A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
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Discretionary Fund Manager (DFM) listings 2026
The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.
Optimum Investment Group (OIG)
Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.
Offshore investing and the diversification trap
Offshore investing is rarely about a single goal writes Eugene Taljaard, regional manager at Momentum Wealth International.
The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
Recalibrating South Africa’s Industrial Edge
Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge
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