15 January 2025


Featured

Hedge Funds

Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management....

Investment

What’s in it for you?

Why the Total Portfolio Approach is suddenly everywhere – and what it means for you....

Education

The call is coming from inside the house

“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence....


Thought Leaders

Financial Planning

AI is not coming for your financial planning job

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

More Features

Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors....

COFI readiness

Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"...

Understanding you is where great advice begins

George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!...

Events

The Investment Think Tank

 

IRFA 2026 Conference

 

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