16 May 2023
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.

Featured

Technology

The end of the financial planner as we know it?

What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)...

Investment

Is your investment making you emotional?

Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. ...

Exchange Traded funds

The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara....


Thought Leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

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....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

Events

HUM South Africa 2026 – SHOW 18

 

AI is not coming for your financial planning job

 

Reimagining retirement: Why rules of thumb matter more than we think

 

Let the main thing remain the main thing

 

How to stretch retirement savings without chasing unrealistic returns

 

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

 

The financial planning views of the youth

 

Brittle financial health: the male crisis hiding in plain sight

 

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