Home ebook editions April 2020

April 2020

Breaking the mould

Nthabiseng Maidi is integrating business advisory and wealth management services – and extending transformation in the process.

The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

Holistic education programmes

Equipping learners to be more effective financial planners.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

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.

Prepare for the decade to come

Future-proofing FPI by putting members first.

Client before compliance

How to future-proof in the new regulatory environment.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.

Investors get the jitters

Economic impact of COVID-19.

Diligent evaluation

How to get the most out of your relationship with your DFM.