Why medical aid alone is not enough
Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
From regulation to opportunity: Turning AML compliance into a value-added service
GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
The clock is ticking on Trump’s red sweep
With the US mid-term elections coming up in 2026, Maarten Ackerman, Citadel Chief Economist and Advisory Partner, unpacks Trump’s policies and looks at why the clock may be ticking on his current red sweep.
No ‘one-size-fits-all’ any more: Asset allocation in a fractured market
Tebogo Moopa, Portfolio Manager at Glacier Invest takes a closer look at how asset managers are not only rebalancing portfolios but also reimagining what opportunity looks like in this new market phase.
Liberation Day to record highs: The hidden strength in SA equities
For South African investors, the post-"Liberation Day" rally has revealed a hidden strength in local equities that defies the broader narrative of emerging market vulnerability.
Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...
Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Altvest credit opportunities fund reports transformational year of growth and impact...
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
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.
Should a financial planner use more than one DFM?
Most financial advisors in South Africa currently only use one discretionary fund manager (DFM), but some bigger practices have diversified their clients’ investments to...
Risk Aversion vs Returns: South African investment lessons from 2024
Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
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Do I really need a will? Some questions answered
National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.
FPi announces 2026 Corporate Partner of the Year finalists
Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.
Building the future of financial planning
Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital.
Jean van Biljon, PGDip (FinPlan) | Financial Planner Profile
Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner.
Looking back on 30 years. Investing in the future
Hymne Landman, CEO at Momentum Wealth, looks back on Momentum Wealth’s 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients.
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