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Round Table Series

Blue Chip Digital Round Table series: Offshore Investing, getting it right

Offshore Investing – Round Table Discussion

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
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Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.

Alternative sources of return

Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.

Creditworthiness key to client relations

Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.

How important are the non-investment services of a DFM?

Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
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