13 September 2023

Featured

Hedge Funds

Why hedge funds should be core to pension fund portfolios

Hedge funds offer steady, risk-managed returns – but if they’re so effective, why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments....

Estate Planning

Legacy with purpose: empowering South Africans through knowledge

Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all....

Education

UJ joins the CPD landscape with a dynamic Masterclass series

University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series....

Featured

Learnings from the field: IFA mergers and acquisitions

Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices....

Thought leaders

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

More Features

Building private equity allocations: Why wealthy investors have an advantage in 2026

Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors....

Should you invest in gold?

Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate....

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult....

The 4 cornerstones of a sustainable financial planning business

Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning....

Events

The Investment Forum 2026

 

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