12 June 2024


Featured

Compliance

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium....

Economy

How serious are the spillover risks from private credit to public markets?

Problems in direct lending, the $2-trillion sector of the broader private credit market, are worrying investors in public markets. Are they right to worry asks Duncan Lamont, Head of Strategic Research at Schroders?...

Thought Leaders

Retirement

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

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

More Features

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news....

Tuning out global noise

Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions....

Events

Meet the Managers 2026

 

The Investment Think Tank

 

IRFA 2026 Conference

 

2026 FPI Professional’s Convention

 


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