Not all DFMs are created equal – Why I rejoined the...
Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
The 4 cornerstones of a sustainable financial planning business
Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning.
FPI unveils Vision 2030 and strategic direction for the financial planning profession
FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning.
How to build a successful investment practice
With more than 30 years’ experience in the investment industry, Kritz Koetzee, Head of Business Development – South, Glacier by Sanlam, has some insights to share when it comes to building a successful investment practice.
Protect yourself from financial fraud
Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself.
FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala...
The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg. And the winners are...
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification. Explore new courses at the School of Financial Planning at UFS.
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.
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.
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Catering for bespoke needs
Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
The behavioural alpha – hedge funds offer more than an investment solution
The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.
When it comes to performance hedge funds are not all made equal
Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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