Over the last decade the landscape for financial advisers and the customers they serve has changed dramatically largely due to regulation aimed at ensuring consumers get a better, fairer and more transparent deal. But what does the future hold?

Learning outcomes:

  • Hear what investors value in a financial adviser
  • Learn about common mistakes and complaints from investors and how to avoid them when providing financial advice
  • Explore the difference between a broker and a bonafide independent financial adviser
  • Understand where the advice industry is headed


Debra Slabber

Portfolio Specialist Director at Morningstar Investment Management
Debra is responsible for the institutional business relationships and portfolio management within the South African business. Debra works closely with the global investment team to bring best practice investment ideas to the South African business and its clients. Prior to joining Morningstar, she spent four years at PSG Asset Management as a senior fund specialist, predominantly responsible for growing the business in the greater Gauteng region. She started her career at Standard Bank, fulfilling various roles including a financial analyst within personal markets and financial manager of unsecured lending products. She later moved across the business to Corporate and Investment Banking and spent three and a half years as a product controller for the interest rate trading and structured derivatives desks. Debra has been involved as a lecturer for MBA students at Milpark Business School. She holds a BCom, with a major in investment management, and a BCom (Hons) in financial management from the University of Pretoria. She is a Chartered Financial Analyst (CFA®) and has 13 years’ experience in the financial services industry.

Craig Gradidge

Investment and Retirement Planning Specialist, Gradidge Mahura Investments
Craig Gradidge worked in financial services since 1996 in various roles from investment research to business development, technical marketing and financial planning. Served on various industry committees and is a regular contributor to various media.

Maya Fisher-French

Personal Finance Writer, TV Presenter and Author
As an award-winning journalist and well-respected Money Maven, Maya educates South Africans through her multimedia platforms, talks and workshops to take control of their financial lives and make the financial system work for them. Through her media presence, Maya has a high level of engagement with her audience providing insight into the South African financial consumer. Having worked in the financial industry and over 18 years as a financial journalist, Maya has a deep understanding of the world of money. Maya has an honours degree in Economics from the University of Witwatersrand.


Gareth Stobie

Managing Director, CoreShares
Gareth is the managing director of CoreShares – a leading South African passive investment management business and has led the business from inception. CoreShares manages a number of index funds and ETFs. CoreShares follows an Evidence based investment philosophy. Gareth has an MBA from Wits Business School and has over 18 years’ financial services experience across structured finance, investment management and banking.

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This session was part of the agenda for the acclaimed CoreShares Think Indexing Convention 2022. For more recorded sessions from convention, you can explore:

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