The first half of 2025 was one of the more volatile periods in recent market history, reminding investors just how uncomfortable it can be to be invested in equity markets. And ironically, even rising markets don't always equate to rising investor...
As the final quarter of 2025 unfolds, South Africa's retirement fund sector finds itself at a pivotal moment, shaped by sweeping legislative and regulatory reforms. In August, National Treasury released 2025 Draft Taxation Laws Amendment Bill (TLAB), for...
The 2025 IRFA Annual Conference in August was a resounding success. Under the theme “Building Resilience: Leading Change for a Lasting and Positive Impact,” it brought together more than a thousand delegates from across Africa - trustees, regulators, fund...
Section 37C investigations remain one of the onerous duties for trustees to navigate. The Constitutional Court's ruling in Mutsila v Municipal Gratuity Fund and Others [2025] ZACC 17 provides much needed guidance and clarity on the application of section 37C...
In today's financial planning profession, transformation is essential. The FPI Education & Training Fund Trust is positioned as a catalyst for meaningful change. The Trust, launched on 4 September 2025 in Johannesburg, exemplifies the Financial Planning...
SEI, a leading global provider of investment, technology, and operations solutions, and Mentenova, a South African investment management and advisory firm, announced a strategic partnership that aims to deliver innovative, global investment solutions...
On 8 October 2025, the Johannesburg Stock Exchange (JSE) announced the listing of the 27four Global Shariah Equity Actively Managed Exchange Traded Fund (AMETF), coming amid robust growth in Shariah-compliant investing, as more investors seek value-driven...
To support South Africa's transition to clean energy, Discovery Green, the renewable energy business of Discovery Limited, and Glencore Operations South Africa (Pty) Ltd, part of a global diversified natural resources company, have signed a 20-year renewable...
Graviton has acquired a majority stake in Portfolio Analytics – a market-leading discretionary fund manager (DFM) – bringing Portfolio Analytics into the Graviton stable. Graviton is an advice network and discretionary fund manager that currently supports...
Symmetry, one of South Africa's leading investment solutions businesses with over R440 billion in assets under management and advice, announced a landmark strategic partnership with Russell Investments, the Seattle-headquartered global investment solutions...