Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
1Life Insurance Women’s Confidence Index
South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
FPi Professional’s Convention 2026 puts people, leadership and client outcomes at...
The FPi Professional's Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”
FPi celebrates excellence and the future of financial planning at 2026...
The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.
How enhanced indexing is redefining quantitative investing
For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium.
From reactive giving to intentional impact: what 15 years of donor...
Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.
US midterms: what will the outcome mean for US assets and...
Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar.
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Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
Medical aid regulation changes are shaping future demand
As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.
1Life Insurance Women’s Confidence Index
South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.
When equal is not the same: Planning a legacy for a global family
When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.
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