Pension Fund Adjudicator signals tougher approach on unpaid contributions
The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.
Seven financial planning lessons from Leaderex 2026
Financial planning goes beyond saving and investing. At Leaderex 2026, FPI MyMoney123 speakers shared practical insights on protecting wealth, investing wisely and planning for the future.
Is your financial plan written for the woman you used to...
The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.
The vital cog in development
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
FPI and Financial Advice New Zealand form international partnership to strengthen...
The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.
RiG Advisory Services Achieves FPI Approved Professional Practice™ Status
FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide.
Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status
Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice.
Symmetry
Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion.
Active ETFs in SA: “new wine” or “new bottles”?
The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.
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Retrenched, widowed or suddenly on one income? Navigating the financial aftermath
Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change.
Living with your partner? Why women may carry more financial risk
As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.
The case for gold in building portfolios
Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
Is your financial adviser getting your vote?
Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.
Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
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