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Repeat two-pot withdrawals signal rising financial pressure
Rigitté Van Zyl, Executive at FundsAtWork and Group Insurance, at Momentum Corporate The 2026/27 tax year opened on 1 March, marking the opening of the third withdrawal window since...
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The old “active vs passive” debate is dead – here’s why
Richard Oldfield, Group CEO of Schroders Where is the familiar scepticism toward active management? Weren’t active investment strategies, especially in liquid markets like the US,...
Global investing in an era of national self-reliance
Alec Cutler portfolio manager at Orbis Many will be familiar with Maslow’s Hierarchy of Needs – the idea that humans are motivated by five categories of needs, with higher-order ones...
Policy misfires and political fallout: Why Trump’s second term matters for markets
Maarten Ackerman, Chief Economist at Citadel Since United States (US) President, Donald Trump, took office on 20 January 2025, his unpredictable leadership style has caused domestic...
Reinventing the career ladder: Leveraging HR analytics to support career growth in South Africa
Mandisi Dube, Client Executive, and Jaen Beelders, Executive Director, from 21st Century South Africa’s world of work is evolving at a rapid pace, shaped by digital disruption,...
Strengthening FICA compliance in umbrella retirement funds: Lessons from South Africa’s greylisting
Masegomotso Ramalosa, Consultant at Sygnia Umbrella Retirement Fund In case you missed it (or were hoping it would quietly go away), South Africa was greylisted by the Financial Action...
Time for Management Committees to stand up! (Part 1)
Leon Greyling, COO of ICTS Legal Services For some time now, I have been feeling uncomfortable with the growing trend of stand-alone funds moving into commercial umbrella funds. Don’t get...
Closing the gender wealth gap requires systemic change, but also action by women
Hein Klee, Executive: Private & Wealth at Nedbank Financial Planning South African women still face major challenges when it comes to building wealth. In fact, the wealth gap between...
How to prepare for your meeting with a financial adviser
Robyn Laubscher, Advice and Product Specialist, PSG Wealth Every meeting with your financial adviser is an opportunity to take control of your financial future. Whether you’re engaging...
Landmark Constitutional Court judgment on the distribution of death benefits
Deirdre Phillips, Partner at Bowmans On 8 August 2025, the Constitutional Court handed down a landmark judgment in Mutsila v Municipal Gratuity Fund and Others, reshaping the...
South Africa’s infrastructure: a generational investment opportunity
Sanan Pillay, Portfolio Manager and Head of Private Markets at Sanlam Investments Multi-Manager The scale of South Africa’s infrastructure needs is staggering. To put it into...
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