FPI surpasses 5,000 CFP® professionals, marking a historic milestone
The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000...
Consolidated Wealth becomes an FPI approved professional practice™
The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™.
The ABSIP Retail Symposium
The ABSIP Retail Symposium – a joint venture with The Collaborative Exchange, SA’s leading research, consulting and event management business, was held at The Maslow Hotel in Sandton on the 7th November.
ACOF interim financials released
Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE.
The ebb and flow of more caught than taught
Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
It starts with me
Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
A partnership for lifelong success
Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
Capital Legacy Announces New CEO: Craig Harding
Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
The learner leader
Kim Potgieter, author, speaker and expert financial planner, won the FPI It Starts with Me 2023 Award. The Award recognises a CFP® professional for their unyielding dedication to promoting the CFP® certification.
And then there were three
The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.
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Rozendal Partners
Rozendal Partners is a South African hedge fund and a global equity fund with R2.5-billion in assets under management.
Focus and intentional action are key to building generational wealth
As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning, writes Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
It’s always been good practice, but now it’s a legal requirement…
Financial education is no longer optional, and this is great news for consumers, writes Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Legacy planning: an act of care
In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy.
Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
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