10 April 2024


Featured

Structured Products

Understanding structured investment products

Zaheer Bhikha, Executive Head of Product Development at Glacier by Sanlam, explains why structured products are a valuable addition to portfolios....

Thought leaders

Financial Planning

Let the main thing remain the main thing

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

Retirement

How to stretch retirement savings without chasing unrealistic returns

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....

More features

Satrix celebrates 25 years of industry leadership

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....

How flexible and customisable should a DFM offering be?

As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies....

When clients ask if they have done enough

Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice....

Events

PROpulsion Practice Management Conference 2026

The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience....

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. ...


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