The Crème de la Crème – meet our three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Why starting at the end is so important
Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
Announcement of Finalists for the 2025 Financial Planner of the Year...
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
Invest in the future of financial planning: Support the FPI Education...
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Are you feeling awkward… yet?
There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.
Securing a legacy
According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
Preparing the Next Gen heirs for the complexities of managing the...
Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
Can I afford to die? And other questions you need to...
Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
The status of electronic wills in South African law: still hanging
Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
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How important is investment performance when assessing a DFM?
A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?
Understanding the different faces of investment risk
Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Seeing the wood for the trees
Professional conduct at Woodland Wealth is defined by rigorous standards, disciplined processes and an uncompromising commitment to client interests. Ethical behaviour forms the foundation of client engagement. Blue Chip speaks to CEO, Andró Griessel.
The compliance landscape for financial planners for 2026
Assessing the regulatory landscape can be compared to reading the ocean before a surf.
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