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.
Personal advice needs a platform experience to match
Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
The quiet power of planting trees for tomorrow
Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.
Conversations over calculus
Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
When clients ask if they have done enough
Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.
2026 FPi Professional’s Convention
The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026.
Digital Transformation Summit – South Africa 2026
Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.
Why advisers hold the key to client peace of mind when...
Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, describes the pivotal responsibility of financial advisers, not just as financial and investment planning experts, but as trusted partners.
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.
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Is your investment making you emotional?
Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities.
The index decision that matters
Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.
Two-pot withdrawals, December bonuses and mounting debt
Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.
What is an ETF?
Exchange-traded funds offer financial planners a growing range of options for building client portfolios.
Blue Chip ETF Guide 2027
Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
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