Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
Building better futures
Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
2026 Fintech year ahead
Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel.
FPI and Financial Advice New Zealand form international partnership to strengthen...
The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
RiG Advisory Services Achieves FPI Approved Professional Practice™ Status
FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide.
Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status
Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice.
Two sides of the same coin
What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.
Symmetry
Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion.
Active ETFs in SA: “new wine” or “new bottles”?
The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.
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The vital cog in development
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.
FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.
Delivering consistent outcomes through hedge fund solutions
Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
The best financial advice starts with your goals, not a product
The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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