MJ Givens Kgasi, Analyst at Octa As South Africa’s trading sector grows, so does the awareness of what makes a broker trustworthy—or not. According to a recent global survey conducted...
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Holistic wealth management: Balancing family support, growth and legacy planning
Jodi Suchard, Advisory Partner and Seugnet Moggee Fiduciary Partner, at Citadel South Africans in their mid-30s to 50s are navigating some of the most financially demanding years of...
Staying steady when markets feel uncertain
Roné Swanepoel, Head of Sales at Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active investing and market infrastructure—once...
Advising to avoid the market turbulence trap
Paul Nixon, Head of Behavioural Finance at Momentum Investments The United States ‘on-again, off-again relationship with global tariffs has created tremendous volatility in markets. If...
Beyond the pay rise: Why salary increases alone won’t retain talent
Lindiwe Sebesho, Managing Director of Remchannel Remchannel’s April 2025 Salary and Wage Survey indicates that employees in South Africa continue to face cost-of-living pressures, even...
Why umbrella funds belong in your EVP strategy
Niki Giles, Head of Strategy, Prescient Fund Services More than R43 billion has already been withdrawn under South Africa’s new Two-Pot retirement system — and over R11 billion...
Navigating the “death zone” moments of markets
Mark MacSymon, Wealth Manager at Private Client Holdings Liberation Day: another test of the plan On 2 April 2025, President Trump’s surprise “Liberation Day” tariff package, an...
OPFA Communication 1 of 2025 – Update on application of in duplum rule
Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate Introduction The recent judgment in the matter of Blue Crane Route Municipality v Municipal Workers Retirement Fund...
Global research reveals how AI is revolutionising financial planning
Press release from the Financial Planning Standards Board As artificial intelligence (AI) rapidly becomes an invaluable tool, new global research released today reveals insights into...
The technosphere shift: What 2025 holds for the magnificent seven and how to prepare for the tech wave
Nishlen Govender, Portfolio Manager at Citadel When financial markets face serious turmoil, even the titans tremble. The past month has been a stark reminder of this truth, as global...
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