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....

Thought leaders

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

Financial Planning

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

More features

	Protecting independent financial advice The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....
	How important is investment performance when assessing a DFM? A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
	Understanding the different faces of investment risk Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa....

Events

	Global Financial Planning Conference ALL STARS PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event....
	Meet the Managers 2026 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 ...
	IRFA 2026 Conference 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. ...