The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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2026 FPI Awards are officially open
The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.
Is everything becoming AI – and how can you respond without selling equities?
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
Terebinth Capital
Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.
2026 FPI Professional’s Convention
Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.
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