Project Description

The past 18 months have seen unprecedented levels of volatility and turbulence thrust on the investment sector. The industry is also being fast disrupted by robo-technology offering algorithm-driven investment services, encouraging investors to take a DIY approach. With changing client demands, ever-increasing regulation, and growing product choice, the role of the financial advisor is becoming exponentially more complex.

How can technology be used for positive impact, and what value can financial advisors derive from introducing local and globally-traded exchange traded funds into the mix?

Join the Business Day| Financial Mail Investment Dialogues, in association with the JSE, in the first of a two-part series geared for financial advisers, as their changing role comes under discussion.

Fifi Peters

Financial Journalist (Moderator)

Adéle Hattingh

Business Development & Exchange Traded Products Manager


Nerina Visser

Director & Co-owner


Francis Marais

Head of Glacier Research

Glacier by Sanlam

Anelisa Balfour

Portfolio Manager

Old Mutual Investment Group