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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....
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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?...
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Momentum Corporate’s refreshed brand campaign reflects how the world of work and the needs of employers and employees have evolved. Blue Chip speaks to Dumo Mbethe, CEO of Momentum Corporate and executive director of Momentum Group....
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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....
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Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news....
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Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions....
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Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....
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