EBnet's Industry Insights

In the month of love, Nicola Langridge, Wealth Manager at Private Client Holdings, and the 2025 FPI Financial Planner of the Year, shares the when and the what of important money conversations to have with your special someone. Your relationship may be exclusive, but are your finances?For more great content like this, click Like and Subscribe and go to www.ebnet.co.za to subscribe to our daily newsletter that will keep you up-to-date on everything related to saving, retirement planning, your retirement fund and the latest political and economic status.

Paul Nixon, Head of Behavioural Finance at Momentum, explains the findings of the 2025 Sci-Fi report. In a year where markets rewarded investors so handsomely, why were investors switching and what were the consequences, or behaviour tax, they paid? (Extreme gains are no longer reserved for the gym)

Many employers mistakenly think that once they have decided to “park” their company’s retirement fund into an umbrella fund, they have no further duties or responsibilities, and importantly liabilities. Niki Giles, Head of Strategy at Prescient Fund Services, shares why this thinking is flawed.

EBnet.Stream catches up with Siphamandla Buthelezi, COO and Head of Platforms at NMG Benefits to discuss the legislation that is impacting administrators now and in anticipation of COFI.

Johan Minnie, CEO of Consult by Momentum, unpacks his thinking behind his recent article “Wake up and smell the COFI”. Does COFI mean different things for tied agents vs independent financial advisors? And how does one “prove” conduct?

Conduct Standard 2 of 2025 for Pension Benefit Administrators introduces a number of changes to businesses that administer retirement funds. These changes dig deep into the culture of the organisation and broadly across all staff who touch members’ lives. Nazlie Seegers, Chief Experience Officer at Salt Employee Benefits, shares her expertise on where to focus your efforts.

Just Share recently published their inaugural Asset Manager Responsible Investment Benchmark Survey. In this episode of Industry Insights, EBnet.Stream chats to Karishma Bhoolio senior climate risk analyst at Just Share to surface the reasons why South African asset managers have scored so poorly.For more great content like this, click Like and Subscribe and go to www.ebnet.co.za to subscribe to our daily newsletter that will keep you up-to-date on everything related to saving, retirement planning, your retirement fund and the latest political and economic status.

EBnet.Stream chats to David Shochot, Head of Corporate Solutions at 10X Investments, on the multiple layers of fees in retirement funds. And which of these are negotiable.For more great content like this, click Like and Subscribe and go to www.ebnet.co.za to subscribe to our daily newsletter that will keep you up-to-date on everything related to saving, retirement planning, your retirement fund and the latest political and economic status.

One of the conversations getting a lot of airtime right now is the role that AI will play in financial planning. EBnet.Stream reaches out to Roné Swanepoel, Head of Distribution Morningstar Investment Managers South Africa, to discuss the highlights of Dr Danielle Labotka’s presentation at the recent Morningstar Investment Conference. As a Behavioural Scientist for Research and Investments at Morningstar, Dr Labotka explored a critical theme: how advisers can deliver the human touch in an increasingly tech-forward world, and Roné shares their latest research and experience.

Following a recently published article on mashonisas on www.ebnet.co.za, EBnet.Stream catches up with Salem Nyati, Financial Education Specialist at the Momentum Group Foundation, to chat in more detail about the risks of these loans and explores other safer solutions out there for consumers.

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