Corporate activism: Unlocking value beyond traditional investing

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....

What matters most to investors during “permanent” volatility?

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. ...

Thought Leaders

Financial Planning

The best financial advice starts with your goals, not a product

Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives....

Practice Management

Advising vulnerable clients: minors and young beneficiaries

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....

Hedge Funds

More Features

	The vital cog in development David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....
	The insurance gap isn’t a market problem. It’s a human one Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....
	FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....
	RiG Advisory Services Achieves FPI Approved Professional Practice™ Status FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....
	Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....
	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....
	Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging....
	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!...
	A trusted partner Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors....
	INN8 Invest INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips....

Events

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...