SA's biggest IFA event gears up

07 August 2018 Alexander Forbes Investments

The IFA Symposium will take place at the Sandton Convention Centre on 18 September when 1000 advisers gather to listen to 10 local and 5 international speakers on trending financial planning topics. The IFA Symposium, brought to you by Alexander Forbes Investments, is open to all advisers who want to ambitiously grow sustainable businesses.

Jacques Pauw was a driving force behind revealing years of corruption and failure within government and his book, The President’s Keepers, caused a stir internationally. In his presentation Pauw takes a candid look at the legacy of Jacob Zuma and where this leaves us now, the real reason behind land expropriation without compensation, the rise of Julius Malema and the new president’s keepers.

London’s #1 financial adviser is coming to town! Bhupinder Anand has built up a formidable financial planning practise and will be providing insight into the methods he uses to acquire and retain clients. He is an extraordinary businessman with a wealth of experience to share.

The use of DFMs in South Africa is on the rise with feedback from a recent survey of 467 IFAs suggesting that 43% of them already use a DFM in some capacity and that in the future 78% will place a portion of their AUM in model portfolios. Analytics, PortfolioMetrix, Boutique Investment Partners and Alexander Forbes Investments will be presenting their value propositions as we weigh them up to examine the differences and determine whether they really do add value.

When it comes to building a sustainable financial planning practise, making your client’s family your client makes good business sense. Alexander Forbes’ Anne Cabot-Alletzhauser and Andrew Darfoor discuss the benefits and provide practical methods to achieve this.

The one challenge that every financial adviser faces is how to exit their business in a way which makes it worthwhile and allows their clients to continue receiving the service they deserve. Part of the solution is to build a business which is bigger than the man and Rob Macdonald from Fundhouse will be explaining what advisers can do now to start that process.

With a growing chorus of analysts calling the end of the bull run there may be nobody better to help us make sense of it all than Dr. Vikram Mansharamani. As a global trend-watcher and Harvard lecturer, Mansharamani gained widespread attention with the release of his book, Boombustology: Spotting Financial Bubbles Before They Burst and was voted #1 on LinkedIn’s list of “voices in money, finance and global economics” for 2015 and 2016. He will be analysing the global economy and showing us how to spot financial bubbles before they burst.

Is traditional active asset management dead? Globally, some of the world’s smartest asset managers are using AI, big data and alternative asset classes to deliver long-term returns for clients. Mercer’s Global Head of Investment Research, Deb Clarke, interviews David Kingsley from Man Group and Seth Weingram from Acadian on the winning techniques they are using to manage their multi-billion-dollar portfolios.

Book your seat now to the 2018 IFA Symposium at

Quick Polls


With regards to the COFI Bill, do you believe lumping the health and finance sector in the same basket will sustain the financial sector?


Yes, it forms part of the FSCA’s mandate to protect and maintain the sustainability of the financial sector, and to legislate fairness and make it the law
No, the products are different therefore the health sector should not have to be subjected to similar conduct requirements
This will cause problems. More consultations should be conducted before the final version of the COFI Bill is sent to Parliament for promulgation
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FAnews April 2019 Get the latest issue of FAnews

This month's headlines

Differences aside… in the name of fairness
Advice… now more important than ever
COFI… is this a reason to be positive?
Cyber cover: One size does not fit all
The need for member education
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