10 April 2024


Featured

Financial Planning

From reactive giving to intentional impact: what 15 years of donor behaviour reveal

Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved....

Thought leaders

Education

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

Financial Planning

AI is not coming for your financial planning job

Zeldeen Müller, CEO, AgendaWorx
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

More features

Foundation Family Wealth Approved as an FPi Approved Professional Practice™

The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™....

Decomposing fixed income returns

South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions...

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....

Events

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession....

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors....

2026 FPi Professional’s Convention

The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026....


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