How to become a financial advisor in South Africa
The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.
The UFS School of Financial Planning Law celebrates 25 years of...
The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
Hollard Investment Managers
Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.
Financial Planning for the Global Citizen
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Global Financial Planning Conference ALL STARS
PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 9 June 2026.
Is your DFM truly independent?Here’s how to tell
Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?
Join us at the PROpulsion Financial Planning Conference 2026 – The...
A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the...
In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.
Equilibrium Investment Management
Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.
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AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
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.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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