Featured

Featured

Outlook 2025: Income, returns and resilience – opportunities in public and private markets 

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favorable for returns. However, she emphasizes that diversification is crucial for creating robust portfolios....

Momentum

Redefining financial advice for meaningful impact

humanising financial planning
Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum....

Thought Leaders

Financial Planning

The status of electronic wills in South African law: still hanging

Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa
Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa....

Featured

Supporting the entrepreneurial spirit of IFAs in a market ripe for disruption

Kathryn van Dongen, Group COO, Carmel Wealth
Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them.....

More Features

efficient frontier

Absa fund linked solutions: bringing more efficiency to the Efficient Frontier

In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimizing their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes....
Consolidated Wealth Group

Consolidated Wealth becomes an FPI approved professional practice™

The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™....
Mbali Phejaolema ABSIP Nov24 -35

The ABSIP Retail Symposium

The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November....

Events

The Investment Forum 2025

 

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