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Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments....
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Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. ...
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South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professional's Convention....
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Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. ...
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Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives....
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This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries....
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Discretionary Fund Managers (DFM)
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Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....
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Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors....
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INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips....
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Edify’s Adam Bulkin believes that building strong personal relationships with clients is the way to attain DFM success....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions....
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David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors....
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The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026....
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