12 June 2024


Featured

Client Engagement

When clients ask if they have done enough

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

Structured Products

Absa Index and Structured Solutions philosophy and process

Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals....

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

Alexforbes named South African Manager of the Year at the Raging Bull Awards

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance....

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books....

Events

PROpulsion Practice Management Conference 2026

 

The Investment Forum 2026

 

2026 FPI Professional’s Convention

 

Digital Transformation Summit – South Africa 2026

 


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