How advisors are benefitting from partnering with a DFM
A growing number of financial advisors in South Africa are starting to use discretionary fund
managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
First-of-its-kind advisory firm launched in SA to support the financial services...
FI Consult assists businesses within the financial services sector to unlock potential, pursue growth, streamline operations, identify and pursue effective strategies, understand compliance, embrace...
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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The role of Absa Prime Brokers in the hedge fund industry
Prime brokers play a vital role in supporting hedge funds by providing essential services and resources. By Chris Edwards, Managing Director and Head of the Prime Services, and the Index & Structured Solutions businesses at Absa Bank Ltd.
Invest in the future of financial planning: Support the FPI Education and Training Trust
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Announcement of Finalists for the 2025 Financial Planner of the Year Award
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
South African equities: beyond the gloom
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. The focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
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