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Lerato Lebitsa, Business Development Manager, Capital International Group

Making offshore investing easy

Lerato Lebitsa, Business Development Manager, Investment Management at Capital International Group, explains how one can avoid complexity in offshore investments.
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Choosing the right DFM

There is a long list of factors to consider when choosing a Discretionary Fund Manager (DFM), but the most important factors are the experience...
thinking out the box

Thinking out of the box

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
ALexforbes strengthens investment capabilities

Alexforbes strengthens investment capabilities

Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
Two-Component Retirement System

Two-Component Retirement System

Pamela Wolmarans, Head of Pension Actual at Independent Actuaries & Consultants, explains that the Two-Component Retirement System aims to strike a balance between providing access to "emergency funds" and promoting mandatory savings for retirement.
Making sure that we leave something behind Dean Mitchell from Getty Images Signature

Can I afford to die? And other questions you need to...

Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
Rugby Player Making a Dropped Goal

A consortium, represented by Altvest Capital, submits landmark expression of interest...

A South African-led consortium, including Altvest Capital, 27four, EasyEquities, and RainFin, has formally submitted its Expression of Interest (EOI) to the South African Rugby Union (SARU) for the management and commercialization of the iconic Springbok brand's commercial rights.
investment megatrends 2025

Top 3 investment megatrends for 2025 identified

The deVere group identifies the three investment megatrends that will dominate 2025.

Outlook 2025: Income, returns and resilience – opportunities in public and...

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.
The future of financial planning

The future of financial advice: A focus on behaviour and personalised...

According to the Strategic Head of Wealth Management, Financial Planning & Advice at Momentum Advice, Sonja Steyn, our blend of advanced technology and human expertise enables us to deliver a seamless and personalised advisory experience that is truly transformative.
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A group of graduates with their caps raised

A major milestone in the evolution of professional certification in financial planning.

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
Kingsley Williams, Chief Investment Officer at Satrix

What 25 years as a market pioneer taught us about south african investing

Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
succession planning

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
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