I asked three AIs the same retirement questions
Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…
Reclaiming your future through financial freedom
Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.
FPI Retirement and Investment Masterclass
Learn from industry experts in the FPI's Retirement & Investment Masterclass
Rethinking retirement
South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
Our profession must help the profession grow
A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.
Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
A long-term perspective on tax-free investments
Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, discusses the importance of tax-free investments in a broader financial plan.
Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
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Selectivity and discipline matter in 2026
Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.
Symmetry
Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.
The International Investing Symposium
Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.
Is there evidence of AI ROI?
Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.
Building better investment outcomes
Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients.
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