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A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....
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The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory....
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As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies....
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Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice....
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Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types of domestic and international investment strategies. Markets are undergoing structural fragmentation. If the gold price is a proxy for risk, then markets are pricing in for some significant shocks. The opportunity ...
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The IRFA 2026 Conference will address the dual transformation facing African retirement funds: navigating a fundamentally changed global order while meeting dramatically evolved member expectations. ...
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Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights....
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