ebook editions

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.

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

The role of data, CRM systems and risk intelligence in practice...

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.

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.
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FPi Awards: The big three

Meet the three Financial Planner of the Year Award finalists.

From reactive giving to intentional impact: what 15 years of donor behaviour reveal

Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.

Optimising hybrid retirement strategies

Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities.

Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”

Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.

Arista Networks: Connecting AI Infrastructure 

Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.
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