in the spotlight

FPI looks to the future at 2021 convention

The theme of the 2021 FPI Professional Convention is “The Future is Human”. Technology is changing the way that financial planners give advice, but it should never detract from the human relationships that have always formed the core of the profession.

The challenge of managing humans, not assets

How will your client judge the value of your work when they evaluate it in the future? The ability to facilitate a conversation that transports the client into the future, disconnecting themselves from the present, is a skill we all need to develop and practice.
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Investment Moments with Momentum Investments, Podcast Episode 4

In this episode of the Investment Moments with Momentum Investments podcast series, Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.
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Investment Moments with Momentum Investments, Podcast Episode 3

Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
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Investment Moments with Momentum Investments, Podcast Episode 1

In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.

Moving your business into a hybrid sales and advice environment –...

Kobus Wentzel, Executive Head at 1Life Distribution, describes the benefits of combining face-to-face with digital interventions to help us work more efficiently, but still remotely.

Nedgroup Investments: Why we like boutique businesses

Research reports and investors around the world are increasingly recognising the ability of focused boutique active investment managers to outperform both non-boutique peers and indices.

Emotional Connection: The fuel that drives the engine of financial advice

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, recommends that without a genuine emotional connection, you are unlikely to be able to serve your client optimally.

Wanted: Financial Advisors

Momentum Financial Planning is looking for experienced and new-to-industry financial advisors. New-to-industry financial advisors with no work experience can rest assured that they will receive dedicated support from management.

The 2021 Financial Planning Institute of Southern Africa Awards are open...

On 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised. You are invited to enter or nominate people in these categories.