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FPI CEO to serve as chairperson on distinguished international committee

The Financial Planning Standards Board – the standards-setting body for the global financial planning profession – has named Lelané Bezuidenhout as chairperson of its Chief Executives Committee.

FPI 2021 November Webinars

Join the Financial Planning Institute of Southern Africa (FPI) for a series of webinars taking place in the month of November.

Is it time to head back to frontier?

Frontier markets have evolved, so too have the investment opportunities. Schroders explains how the investment case for frontier markets have evolved and why, after some years in the investment wilderness, they believe the future is brighter for frontier markets.
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Investment Moments with Momentum Investments, Podcast Episode 6

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the link between a client’s personality and their financial behaviour.

Ryan McCaughey, CFP®, is crowned by the FPI as the 2021...

Ryan McCaughey, CFP®, was the biggest winner at the financial planning industry’s flagship event. Ryan is the Executive Head of the Western Cape of the financial advisory firm Hewett Wealth.

Schroders’ October Global Markets Perspective podcast, South Africa

Schroders’ latest Global Markets Perspective podcast with Philip Robotham, Head of Intermediary, South Africa, who is joined by Simon Adler, Fund Manager, Equity Value, to discuss global equities from a value perspective.

Retirement Coaching: Adding value to your practice

Stephan Le Roux CFP®, Financial Planning Coach at Old Mutual Wealth proposes that having meaningful conversations with your clients will add even greater value and shift the focus from just the financial aspect of retirement.

Built for better advice – Pitch perfect: How to be better...

In this episode, Iress talks to financial planning coach Yvonne Killian from Old Mutual Wealth and Jason Bernic of Insane! Prospecting about how financial advisers can build their confidence and their businesses by becoming better at prospecting.

Guernsey – the jurisdiction of choice in the South African private...

Meet Guernsey Finance's first dedicated representative in South Africa, Grant McLeod, and hear from funds expert Christopher Jehan on why Guernsey's reputation among leading South African managers is assured.

Helping clients through unexpected transitions

As the guardians of our client’s life dreams, goals, fears and finances, we are accustomed to challenging conversations. But 18 months into the Covid pandemic, our conversations have become more challenging and difficult conversations – more frequently.