Michael Papageorge of @HelfinServices has been named @CitywireSA's Financial Adviser of 2026 and is the winner of the Investment Process award. Congratulations! citywire.com/za/news/citywir…

Watch: UK #familyoffices discuss the asset classes and strategies they're considering now, and the biggest #investment decisions facing them in the next 12 months. citywire.com/za/news/video-d…

.@Fidelity plans to end up-front payments to #brokers for RIA referrals a/t sources. Sources say Fidelity's brokers will be paid a trail #commission if they send a client out to an RIA participant in its Wealth Advisor Solutions referral programme. citywire.com/za/news/fidelit…

A/t the @CMSCares4u's 2025/26 annual report, #medicalscheme membership rose only marginally in 2024, while claims, PMB expenditure and out-of-pocket costs rose. See #medicalaid stats & comment on PMBs from @BHFGLOBAL & Health Funders Association here. citywire.com/za/news/medical…

Profile: Wealth Associates senior #wealthmanager & head of #technology Mauritz Van Den Heever says tech should support human judgement & relationships at the heart of #financialadvice. He shares his #financialplanning journey & #AI views with @DURITZ79. citywire.com/za/news/mauritz…

The S&P 500’s modest decline conceals deeper stock losses as #AI spending comes under scrutiny... @DieVisser shares views from @Centaurasset, @mandgsa, High Street Asset Management & @Prescient_SA. #AIStocks #stocks #techstocks citywire.com/za/news/no-gran…

.@BofA_Business's October survey found a sharp rise in optimism in fund managers on South African #equities, but valuation conviction was weaker, and appetite to change portfolios was limited. @DURITZ79 shares details here. #SAInc #investing citywire.com/za/news/south-a…

#Anthropic's #Claude for Financial Advisors sets a 20-seat minimum for an enterprise licence. The company said there is 'no path' to lower the seat count for now. #financialplanning #AI #AdviceTech #advisers citywire.com/za/news/anthrop…

Lizelle van der Merwe is set to leave @FIA_ORG_ZA and lead @SAIA01, succeeding Viviene Pearson next year. Comment from FIA's @PSG_RegAffairs and Saia's Danie Matthee here. #insurance #intermediaries #advisers #brokers citywire.com/za/news/lizelle…

.@36ONE's Tumi Loate says finding her voice in a male-dominated industry was her biggest early-career challenge & #assetmanagement needs more than #diversity targets. The #Citywire A-rated portfolio manager shares her journey with @JustinBrownSA. citywire.com/za/news/a-rated…

The @JSE_Group is assessing listing retail hedge fund #ETFs. Any rule amendments will follow the normal public consultation process & require @fscasouthafrica approval. @DieVisser shares insights from the #JSE & @Prescient_SA. #hedgefunds #investment citywire.com/za/news/jse-wei…

The Yardstick Agency's Phil Bray shares six steps for #financialadvisers to work out how much their #marketing budgets should be. #financialplanning #financialplanners #advisers citywire.com/za/news/phil-br…

TBI Investment Managers targeting R12bn for its SCI Alternative Income Fund, as its new feeder fund opens access to #investment platforms. @DURITZ79 shares insights TBI's Jonathan Whittaker here. #investing South Africa citywire.com/za/news/tbi-tar…

#Economists & #investors warn SA's 1.2% forecast #GDP is too weak to tackle #unemployment and unlock a broader recovery. Insights from Izak Odendaal of Symmetry, @WayneMcCurrie, @regenesys_edu, @KoketsoMano and @Kearabilwe_Non. #MTBPS2026 citywire.com/za/news/mtbps-e…

R3.4bn boutique Oakhaven Capital will launch a new #fixedincome retail #hedgefund in November, with the same #investment parameters as its existing qualified-investor fixed income hedge fund. @JustinBrownSA shares details here. #hedgefunds #investing citywire.com/za/news/r3-4bn-…

After a decade chasing funding, bond managers say @Treasury_RSA can start managing its borrowing costs. @DieVisser shares insights from @Mazi_AM, @Granate_AM and Taquanta Asset Managers. #MTBPS #MTBPS2026 #bonds #governmentdebt citywire.com/za/news/the-nat…

.@Quilter's total assets climbed to £160.5bn and its high-net-worth division saw net inflows jump 35% in the third quarter. #wealthmanager #wealthmanagement #HNWIs citywire.com/za/news/quilter…

SA #shares and #bonds have a #diversification problem says @10Xinvestments' Chris Eddy. He explains why rising correllations and #PreciousMetals concentration are complicating construction for multi-asset managers, to @DieVisser. #investing #investment citywire.com/za/news/sa-shar…

Opinion: While #advisers cannot promise to recover stolen money, they can help clients contain the damage, make sound decisions and rebuild a workable plan, writes @DURITZ79. #financialplanning #scams #financialadvisers citywire.com/za/news/editor-…