Investing offshore and how to structure financial plans to suit each clients needs and objective
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
investing offshore and how to structure financial plans to suit each clients needs and objectives.
Retirement Planning – Round Table Discussion
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
Three ways in which the energy industry must change and what this could mean for investors
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
insights and analysis
Why starting at the end is so important
Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
The pros and cons of using a hedge fund
Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
in the spotlight
The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg.
features
In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience.
