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How and why a financial planner should incorporate structured products into an investment plan

Protea Capital Management

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

JD Jacobs, RFP® | Financial Planner Profile

Concentration, credibility and the importance of understanding risk

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How and why a financial planner should incorporate structured products into an investment plan

Protea Capital Management

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

Featured Financial Planner

JD Jacobs, RFP® | Financial Planner Profile

Concentration, credibility and the importance of understanding risk

The value of advice in the investment journey

Client Engagement

Planning across generations and life stages

Built to compound, built to last

Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

Two sides of the same coin

Symmetry

Quantamental investment process

Exchange Traded funds

Active ETFs in SA: “new wine” or “new bottles”?

The PROpulsion LIVE show is coming off the screen and into the room

Peregrine Capital

Practice Management

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice

The call is coming from inside the house

Disciplined hedging practices

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Emerging markets tech: bubble or structural growth cycle?

Client Engagement

Personal advice needs a platform experience to match

Four questions on investing in a geopolitically uncertain world

Where value meets macro

Amplify Investment Partners

COFI readiness

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In The Spotlight

Understanding you is where great advice begins

George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!

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In The Spotlight

Blue Chip DFM Guide 2026

Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.

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Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

JD Jacobs, RFP® | Financial Planner Profile

Protea Capital Management

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Featured podcasts & videos

How and why a financial planner should incorporate structured products into...

How and why a financial planner should use a DFM

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Offshore Investment: Where, how and how much

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Altvest Capital

Impact and returns: why financial planners should consider ACOF

Last mile planning

Last mile planning advice

Learnings from the field: IFA mergers and acquisitions

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Insights and analysis

Events

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.

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Events

The PROpulsion LIVE show is coming off the screen and into...

The Investment Think Tank

IRFA 2026 Conference

HUM South Africa 2026 – SHOW 18

2026 FPI Professional’s Convention

ARCHIVED EBOOKS

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JD Jacobs, RFP® | Financial Planner Profile

The value of advice in the investment journey