How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions....

Built to compound, built to last

Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven hedge fund approach and long-term capital growth....

Thought Leaders

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

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	Symmetry Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....
	Active ETFs in SA: “new wine” or “new bottles”? The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment....