The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Seeking opportunity through an ESG lens
The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
How we’re managing money in the eye of the storm
As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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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...
Four disconnects between advisors and their female clients
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