Harnessing the Power of Data in Your Practice

When I think about the future of financial advice, one word continues to rise to the surface: data. Advisers who embrace data-driven insights understand their clients better, make more informed decisions, while enhancing their practices.

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Global Dynamics, Local Impacts: SA Inc and the World Stage

Watch an exclusive webinar featuring expert political and economic strategist Dr. Frans Cronje and INN8’s Georgina Smith as they unpack the complex interplay between global developments and South Africa’s economic trajectory.

> Watch now

The Power of Platforms in Your Advice Business

In today’s digital-first world, financial advisory businesses are evolving rapidly. Platforms have become essential in shaping how advisers interact with clients, manage operations, and stay compliant with regulations. To quote Geoffrey G. Parker: “Platforms don’t just aggregate users, they empower them”.

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Our Webinars

The INN8 webinar series aims to virtually connect the adviser with the expert. From investment and market insights, to practice development and our highly popular technical webinars, our sessions are engaging, topics interesting, and always add value to you, your business, and your clients.
All our webinars are broadcasted live and, being adviser-led, attendees are welcome to ask questions during the session for a robust conversation. Every webinar aims to bring you content that qualifies for CPD points.
Unlocking Local Investment Opportunities in South Africa
Unlocking Local Investment Opportunities in South Africa
By
INN8
Aug 20, 2025

It’s time for our third webinar of the year, where we explore the opportunities and challenges in the South African listed equity market.

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The Digital Lowdown: Knowing Your Customers
The Digital Lowdown: Knowing Your Customers
By
INN8
Jul 28, 2025

Discover how smart tech decodes client behaviour and enhances personalised advice in The Digital Lowdown Part 2.

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State of retirement in South Africa: life after Two-Pot
State of retirement in South Africa: life after Two-Pot
By
INN8
Jul 1, 2025

It’s been nearly a year since South Africa’s Two-Pot retirement system came into effect, and now that the dust has settled, we’re taking stock: How have members responded? What impact has greater access to retirement savings really had? And what does the road ahead look like for retirement reform?

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The Digital Lowdown: Technology in your practice
The Digital Lowdown: Technology in your practice
By
INN8
Jun 11, 2025

The digital advantage starts here.Join us for the first of a three-part webinar series designed to help you build a future-fit, digital-first advice practice.

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Game of Tariffs
Game of Tariffs
By
INN8 Invest
May 5, 2025

In a world where economic alliances are shifting and global markets are bracing for impact, a new power play has emerged – one with consequences as sweeping and unpredictable as any seen in the halls of the West(eros).

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Webinar: In the Room with Fairtree
Webinar: In the Room with Fairtree
By
INN8
Feb 4, 2025

As we step into 2025, the financial landscape is set for some exciting twists and turns. Geopolitical dynamics, especially the evolving U.S.-China relationship, are stirring the pot, influencing trade and the tech race.

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Make Investments Great Again!
Make Investments Great Again!
By
INN8 Invest
Jan 31, 2025

Adapting South African Investment Strategies to Global Shifts in 2025.

Join us for our first webinar of the year, as we explore how changing global and political conditions will impact South African investment strategies in 2025.

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Global Dynamics, Local Impacts: SA Inc and the World Stage
Global Dynamics, Local Impacts: SA Inc and the World Stage
By
INN8
Jan 23, 2025

You're invited to join an exclusive webinar featuring expert political and economic strategist Dr. Frans Cronje and INN8’s Georgina Smith as they unpack the complex interplay between global developments and South Africa's economic trajectory.

> Read more
Beyond the ballot - Global Investment Insights in a Post-US Election World
Beyond the ballot - Global Investment Insights in a Post-US Election World
By
INN8 Invest
Dec 17, 2024

Although there is much talk of de-dollarisation and the rise of China, the United States remains the single biggest economy in the world - and one that continues to matter.

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Webinar: In the Room with Guinness
Webinar: In the Room with Guinness
By
INN8
Oct 25, 2024

The power of dividends from equity investing has not diminished. We will highlight how dividends have, in fact, continued delivering their gradual but potent contribution to long-term total returns, and mitigating the effects of both market falls and inflation.

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In the Room with STANLIB 2024
In the Room with STANLIB 2024
By
INN8
Oct 2, 2024

Gain insights into multi-asset investing strategies, market trends, and portfolio management from STANLIB portfolio manager.

> Read more
In the Room with STANLIB
In the Room with STANLIB
By
INN8
Sep 15, 2024

Gain insights into multi-asset investing strategies, market trends, and portfolio management from STANLIB portfolio manager.

> Read more
The Elephant in The Room | 2024
The Elephant in The Room | 2024
By
INN8
Jul 24, 2024

Join the annual, "Elephant in the Room," where host Michael Summerton and esteemed speakers engage in conversations about politics and economics.

> Read more
In the Room with Guinness
In the Room with Guinness
By
INN8
Jul 15, 2024

Profits are a matter of opinion; dividends are a matter of fact. Learn more about Guinness Global Investors.

> Read more
On a Knife’s Edge: Balancing local and global multi asset investments for your clients
On a Knife’s Edge: Balancing local and global multi asset investments for your clients
By
INN8
Jun 11, 2024

Dive into the delicate balance between local expertise and global opportunities in multi-asset investments in this insightful webinar.

> Read more
The State of Retirement Savings in South Africa
The State of Retirement Savings in South Africa
By
INN8
Apr 2, 2024

Join us as we unpack the state of retirement savings in South Africa with industry expert Anne Cabot-Alletzhauser.

> Read more
NMG's Trends in Wealth Management
NMG's Trends in Wealth Management
By
INN8
Feb 1, 2024

A session covering the practical implications in the context of tax, exchange control, and financial planning or advice.

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Consistency… the Unsung Hero of Investment Management
Consistency… the Unsung Hero of Investment Management
By
Leigh Kohler
Jan 29, 2024

Last year we won the Citywire 2023 DFM of the Year Award, a wonderful achievement celebrating our overall DFM proposition but also the excellent investment performance of our solutions.

> Read more
In the Room with Allan Gray
In the Room with Allan Gray
By
INN8
Jan 23, 2024

Tune in to hear lessons learnt from 50 years of investing and how Allan Gray is planning on applying them over the next 50 years.

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Emigration 101: The Practical Implications of Becoming a South African Tax Non-Resident
Emigration 101: The Practical Implications of Becoming a South African Tax Non-Resident
By
INN8
Nov 22, 2023

A session covering the practical implications in the context of tax, exchange control, and financial planning or advice.

> Read more
Two-Pot Retirement: Diving deeper into the latest updates
Two-Pot Retirement: Diving deeper into the latest updates
By
INN8
Nov 20, 2023

As we prepare for the pending implementation of the two pot retirement system, we cover the most recent changes and what you need to know.

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Future Focus: The Business of Asset Management
Future Focus: The Business of Asset Management
By
INN8 Invest
Oct 27, 2023

Learn more about the impact and importance of asset managers on the investment value proposition of financial advisers.

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The Art of Selling: Understanding the Intimacy Curve
The Art of Selling: Understanding the Intimacy Curve
By
Georgina Smith
Oct 19, 2023

Get all your questions answered in this live, interactive session with Georgina Smith and gain practical insight into the art of selling.

> Read more
Join the Scrum: Wayne Barnes' World Cup Wisdom
Join the Scrum: Wayne Barnes' World Cup Wisdom
By
INN8
Sep 15, 2023

Our favourite trio is back. International rugby referee, Wayne Barnes, will be joined by David Kurk and our very own Georgina Smith, to review the Rugby World Cup a week before we enter the semi-finals.

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Future Focus: Man vs Machine
Future Focus: Man vs Machine
By
INN8 Invest
Jun 2, 2023

Is the future of investments “Man vs Machine” or “Man and Machine”? Discover what asset managers are thinking about the role of AI.

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Elephant in the room 2023
Elephant in the room 2023
By
INN8
May 31, 2023

Join the seminar, "Elephant in the Room," where Michael Summerton and esteemed speakers engage in candid conversations about politics and economics.

> Read more
AI and Advice: Balancing Automation with Personalisation
AI and Advice: Balancing Automation with Personalisation
By
INN8
Apr 24, 2023

Discover how to strike a balance between the benefits of AI and the personalised touch of traditional financial advice.

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In the Room with Peregrine
In the Room with Peregrine
By
INN8
Mar 22, 2023

Learn how hedge funds can help smooth the ride for South African investors as the asset class becomes more topical.

> Read more
Beyond Borders: Understanding Exchange Control and Inheritance
Beyond Borders: Understanding Exchange Control and Inheritance
By
INN8
Feb 27, 2023

Learn about the ins and outs of how South African inheritance gets distributed and the various choices available to investors.

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The Adviser Network CEO's Perspective of 2023
The Adviser Network CEO's Perspective of 2023
By
INN8
Feb 8, 2023

Watch now to discover the hopes, dreams and fears of the CEOs of two of South Africa's fastest-growing financial adviser networks.

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Future Focus: Global Recession Looming
Future Focus: Global Recession Looming
By
INN8 Invest
Feb 2, 2023

Learn about the potential risks of a global recession and impact on local and global markets so you can easily advise your clients.

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Future Focus: Don't be greedy, don't be fearful
Future Focus: Don't be greedy, don't be fearful
By
INN8 Invest
Nov 16, 2022

Learn how investment teams manager their funds in times of high volatility – and more specifically, in times of deep market drawdowns.

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The Real Impact of Replatforming on Your Advice Business | Hint: It's a Lot More Than You Think
The Real Impact of Replatforming on Your Advice Business | Hint: It's a Lot More Than You Think
By
INN8
Nov 3, 2022

As replatforming becomes a reality for South African advisers, this webinar explores the questions you should ask your investment platform provider.

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Finding your moral compass: Building an ethical culture in a changing financial advisory world
Finding your moral compass: Building an ethical culture in a changing financial advisory world
By
INN8
Aug 12, 2022

Learn the building blocks for an effective ethics strategy for your financial advisory business with Paul Vorster and host, Georgina Smith.

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Hung Out to Dry: South Africa's Anti-Money Laundering on the Grey List
Hung Out to Dry: South Africa's Anti-Money Laundering on the Grey List
By
INN8
Aug 8, 2022

How will a greylisting status impact South African investors? Find out in this webinar with Jennifer Anderson and Njabulo Duma.

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The Elephant in the Room 2022
The Elephant in the Room 2022
By
INN8
Jun 17, 2022

In June 2022, some of South Africa's greatest minds joined host Michael Summerton to discuss the more pertinent political and economic situations of our country in our much anticipated, annual Elephant in the Room debate.

> Read more
The Power of Storytelling in the Adviser's Business
The Power of Storytelling in the Adviser's Business
By
INN8
May 12, 2022

In this webinar, Head of Distribution: Investment Platform, Georgina Smith will talk to David Pullan from The Story Spotters about how the stories we tell, the stories we hear and the stories that people infer through our behaviour are the key to building understanding and trust. Register now for what is set to be an entertaining conversation and learn about why stories are key, what stories you should be telling and how to create a narrative hook that grabs attention.

> Read more
In the Room with STANLIB Index Investments
In the Room with STANLIB Index Investments
By
INN8
May 10, 2022

Active investing offers great benefits, especially when it is based on a systematic process. Learn more about STANLIB Index Investment's approach to investing this May as In the Room host, Stephen Backhouse, sits down with Head of Portfolio Management, Ragemeyer Vermaak to look at how the various metrics for investments styles are calculated for a portfolio.

> Read more
The Geopolitics of Investing
The Geopolitics of Investing
By
INN8 Invest
Apr 27, 2022

In April 2022, we took a deep dive into the world of discretionary investment management as we bring you our latest proposition, INN8 Invest. Featuring Leigh Kohler, Daniel Silke and Georgina Smith.

> Read more
The Two Pot System
The Two Pot System
By
INN8
Apr 6, 2022

In March 2022, Georgina Smith returns with Jennifer Anderson to talk about the recent two pot reform from the National Treasury and the role the state of savings in South Africa played in the proposal. A packed session full of useful insights, the pair will dive into how the paper proposes the two pots will work, applications to various types of retirement funds and vesting rights for existing retirement savings. They will also cover the proposed and potential tax treatment of the two pots.

> Read more
From Sales to Advice to Planning
From Sales to Advice to Planning
By
INN8
Mar 30, 2022

What do you need to do in order to take your advisory practice to the next level? This April, host Georgina Smith welcomes UK financial services specialist, Phil Billingham, to explore the route you need to follow to get to where you want to be.

> Read more
In the Room with Morningstar
In the Room with Morningstar
By
INN8
Feb 25, 2022

In July 2020, we joined Morningstar Investment Management South Africa to look at the evolution of global investing for South African investors. Host Stephen Backhouse chatted with Morningstar’s Managing Director Victoria Reuvers and Business Development Manager Debra Slabber about how global investing started in South Africa and how it has changed over time.

> Read more
Food for Thought: 2022 Global Wealth Management Trends
Food for Thought: 2022 Global Wealth Management Trends
By
INN8
Feb 16, 2022

Join CEO Mickey Gambale this March for a much-needed discussion on global wealth management trends and how you, as a South African wealth manager, can adopt them in your practice to increase productivity and maximise your free time – sounds good, right?

> Read more
In the Room with CoreShares
In the Room with CoreShares
By
INN8
Oct 27, 2021

Just the facts: Unpacking Evidence-Based Investing (EBI)

For our last In the Room of 2021, host Stephen Backhouse sat down with Coreshares’ MD, Gareth Stobie, and Head: Product and Client Solutions, Chris Rule, to look at how adopting EBI principles can help you meet your client’s investment goals.

> Read more
The Future of Advice
The Future of Advice
By
INN8
Aug 27, 2021

What does it take to build a business fit for the future? Find out on Tuesday, 24 August as PricewaterhouseCoopers’ Head of Digital, Riaan Singh, joins Head of Distribution and Sales, Georgina Smith to chat about the eight minimum requirements of success.

> Read more
In the Room with Old Mutual
In the Room with Old Mutual
By
inn8
Jun 21, 2021

This July, In the Room host, Stephen Backhouse, will sit down with Old Mutual’s Head of Responsible Investing, Jon Duncan, for an insightful webinar on ESG investing and how this megatrend will positively impact your client’s investment portfolio.

> Read more
The Elephant in the Room
The Elephant in the Room
By
INN8
May 27, 2021

Register now to join economists Annabel Bishop and Kevin Lings in conversation with host Max du Preez as they assess our status quo, midway through 2021. They’ll blend a serving of macro economics, a helping of political and policy changes with just a slice of COVID.

> Read more
Estate Planning: Considerations for Offshore Part II
Estate Planning: Considerations for Offshore Part II
By
INN8
Apr 28, 2021

Following the success of last year’s estate planning webinar, INN8’s Arifa Essop will once again be joined by the Chairman of the Sovereign Group, Tim Mertens, this time to look at some of the more practical scenarios that you as a wealth manager might be facing with your clients when investing their money offshore.

> Read more
In the Room With Dodge & Cox
In the Room With Dodge & Cox
By
INN8
Apr 21, 2021

In April 2021, In the Room host Stephen Backhouse welcomed Dodge & Cox’s Senior Vice President and Director of Research, Bryan Cameron, to discuss value versus growth and even asked the question, are oil companies dead?

> Read more
In the Room With STANLIB
In the Room With STANLIB
By
INN8
Mar 18, 2021

The world is steadily recovering from the pandemic: infection and hospitalisation rates continue to fall globally; vaccine rollouts have begun; governments are gradually easing lockdown restrictions and economies slowly recuperating. Given the sheer amount of monetary and fiscal stimulus over the past year, risk assets have performed exceptionally well since the very short bear market of Q1 2020.

> Read more
In the Room With Foord
In the Room With Foord
By
INN8
Oct 13, 2020

How do you take a forward-looking approach when it comes to making investment decisions? Join the discussion as Stephen Backhouse chats with Nick Balkin of Foord, about how Foord views and manages risk when managing client investments.

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In the Room with Nedgroup Investments
In the Room with Nedgroup Investments
By
INN8
Sep 16, 2020

In the 8th edition of our In the Room webinar series, Stephen Backhouse chats with Robin Johnson, Nedgroup Investments’ Head of Investments, about their Best of Breed Investment Approach on how they go about choosing Asset Managers.

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Estate Planning: Considerations for Offshore
Estate Planning: Considerations for Offshore
By
INN8
Sep 8, 2020

This webinar attempts to unpack the most important estate planning considerations you should be mindful of as a wealth manager when investing your clients offshore. Grant of Probate, situs taxes, intestate succession, executors’ fees, and estate duties are all concepts we will tackle which will help you understand offshore investing a little better.

> Read more
Staying Onside
Staying Onside
By
INN8
Jul 28, 2020

2019 World Rugby Referee of The Year, Wayne Barnes, sits down with David Kurk, a former premiership match official, to reminisce over South Africa’s 1995, 2007, and 2019 World Cup wins.

During the webinar hosted by our very own Georgina Smith, also a former international referee, you can hear about the lighter side of the beautiful game as Wayne shares stories from his long career with the whistle.

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In the Room with Fairtree
In the Room with Fairtree
By
INN8
Jul 28, 2020

This August, we welcome Fairtree Asset Management to discuss the inner workings of a boutique asset manager and the challenges and opportunities they face compared to their larger peers.Fairtree’s Portfolio Manager Jacobus Lacock will join host Stephen Backhouse to share insight into the best way an adviser can include a boutique asset manager in their client’s portfolio.

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Grow Your Business: Use LinkedIn to Attract the Clients You Really Want
Grow Your Business: Use LinkedIn to Attract the Clients You Really Want
By
INN8
Jul 8, 2020

This July, LinkedIn specialist Philip Calvert returns to reveal step by step how to use the platform to find, engage, and attract the clients you really want.Register now to join Philip Calvert as he explores the most effective ways to use LinkedIn for your business.

> Read more
RDR & Investments - What’s on the Horizon?
RDR & Investments - What’s on the Horizon?
By
INN8
Jun 22, 2020

Are you up to speed with RDR papers published in December? Do you understand the impact they could have on your practice?This June, join Georgina Smith, INN8’s Head of Distribution, as she chats to Jennifer Anderson, Head of Investment Platform and Communications, about the latest developments on all things RDR.The one-hour crash course will cover the latest developments on all things RDR, from adviser categories and independence, licensing, model portfolios, and category 2 licenses, to gap filling and using products outside of your home group.

> Read more
In the Room with Coronation
In the Room with Coronation
By
INN8
Jun 17, 2020

For post-retirement investors,COVID-19 presented yet another challenge in their pursuit of inflation-beating returns.In June 2020, Stephen Backhouse chatted directly with the portfolio managers of the Coronation Balanced Defensive and Capital Plus funds, Charles de Kock and Pallavi Ambekar, about some of the more important questions for living annuitants in an attempt to provide a roadmap to the best way forward.

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How to Build a Business Into an Asset of Value and Why it Matters
How to Build a Business Into an Asset of Value and Why it Matters
By
INN8
Jun 10, 2020

In June 2020, entrepreneur and investor Pavlo Phitidis hosted a one-hour webinar where he looked at how you can build your business into an asset value and why it matters.702 Radio’s resident entrepreneurial and business growth content contributor spoke about how you can stand out from the crowd and build sales momentum to ultimately build a business you can sell.

> Read more
In the Room With Schroders
In the Room With Schroders
By
INN8
May 14, 2020

In May 2020, we linked up with Schroders to learn more about how COVID-19 had dramatically impacted investment markets and real estate.During the one hour webinar, INN8’s Stephen Backhouse chatted to Schroders’ Co-Head of Global Real Estate Securities, Tom Walker, about his team’s views on investment markets and real estate, and the effects COVID-19 has had from a global perspective

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In the Room With Ninety One
In the Room With Ninety One
By
INN8
Mar 24, 2020

In April 2020, Stephen Backhouse sat down virtually with Ninety One’s Head of SA Quality and Portfolio Manager, Duane Cable to hear his views on why advisers need to think carefully about the risk of capital loss in short-term investing.During the one-hour webinar, the two looked closely at Ninety One’s portfolio positioning over the short, medium and long term and their views on what’s happening in the world.

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In the Room with STANLIB
In the Room with STANLIB
By
INN8
Feb 12, 2020

Gain insights into multi-asset investing strategies, market trends, and portfolio management from STANLIB portfolio manager.

> Read more
In the Room with Rezco
In the Room with Rezco
By
INN8
Oct 21, 2019

In November 2019, we visited Rezco Asset Management to find out more about their investment philosophy, fund performance and thoughts on the future.Register below to watch the 1-hour webinar from the comfort of your laptop and listen to Rezco’s Chief Investment Officer, Rob Spanjaard, and Head of Research & Co-Portfolio Manager, Simon Sylvester.

> Read more
7 Secrets to a Successful Website
7 Secrets to a Successful Website
By
INN8
Oct 17, 2019

Your website is your firm’s shop window and a key business generation tool. But if it’s difficult to navigate, cluttered and unengaging, clients will click away. Your business deserves more.

> Read more
How to Build a Scalable Business That Works for You
How to Build a Scalable Business That Works for You
By
INN8
Mar 15, 2019

In this webinar with Michelle Hoskin, leading expert in professional standards of operational best practice, you’ll learn how to overcome common challenges you’ll face as a financial services professional.If you’re looking to take your business to the next level then this is the webinar for you.

> Read more
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