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

Financial Planning

Protecting client information in an increasingly digital financial planning environment

As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust....

Investment

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance....

Healthcare

Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....


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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