15 January 2025


Featured

DFM

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives....

DFM

Relevant, effective and decisive

Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively...

Financial Planning

Recalibrating South Africa’s Financial Edge

Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026. ...


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....

More Features

The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and transforming lives

The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001....

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders....

Events

Global Financial Planning Conference ALL STARS

 

Join us at the PROpulsion Financial Planning Conference 2026 – The Global Citizen

 

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