A will is not a commodity
To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®).
Protea Capital Management
Jean Pierre Verster, CEO at Protea Capital Management, offers insight into the diversity of their portfolios.
How DIY investing fits in with financial advice: A conversation with...
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.
Scaling new heights
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.
Blending annuities
Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.
Why hedge funds should be core to pension fund portfolios
Hedge funds offer steady, risk-managed returns – but why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
Mazi Asset Management – African Roots. Global Vision.
Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.
3% Inflation could change everything
A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning? By Peter Foster, Chief Investment Officer, Fundhouse.
Building private equity allocations: Why wealthy investors have an advantage in...
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
The power in blending hedge funds
Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.
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Quality’s cul-de-sac: when great businesses move together
Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.
Following in the footsteps of excellence
Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.
Reflections on my first year as the FPI chairperson
Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.
Do I really need a will? Some questions answered
National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.
FPi announces 2026 Corporate Partner of the Year finalists
Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.
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