The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Considerations for retail and institutional investors when incorporating hedge funds into...
A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements.
The key factors that matter to financial advisers
Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
FPSB honours two leaders for outstanding contributions to the financial planning...
Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award
What leadership means to Consult’s new CEO
As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.
Philanthropy in South Africa: evolving trends and its role in a...
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
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.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first...
Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
Setting the gold standard in financial planning
South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.
Beyond the trophy: the invaluable lessons of a Financial Planner of the Year
Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
Laurium Capital
Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
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