FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professional's 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
Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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 Investment Think Tank
The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.
IRFA 2026 Conference
The IRFA 2026 Conference will address the dual transformation facing African retirement funds.
HUM South Africa 2026 – SHOW 18
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
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AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Conversation as technology and how it influences outcomes
In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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