The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
How to become a financial advisor in South Africa
The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.
Hollard Investment Managers
Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.
Financial Planning for the Global Citizen
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Advising vulnerable clients
Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.
Is your DFM truly independent?Here’s how to tell
Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?
Join us at the PROpulsion Financial Planning Conference 2026 – The...
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
The 36th Edition of the BFSI Innovation & Technology Summit –...
Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026.
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Living with your partner? Why women may carry more financial risk
As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.
The case for gold in building portfolios
Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
Is your financial adviser getting your vote?
Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.
Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
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