Active ETFs in SA: “new wine” or “new bottles”?
The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.
Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...
Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.
COFI readiness
Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"
Understanding you is where great advice begins
George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!
A trusted partner
Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors.
INN8 Invest
INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips.
A winning formula
Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.
Enhancing value and diversification
Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.
Conversations over calculus
Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
Bateleur Capital
Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004.
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FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.
Delivering consistent outcomes through hedge fund solutions
Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
The best financial advice starts with your goals, not a product
The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights 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.
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