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MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....
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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....
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Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....
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PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection....
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The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections....
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The IRFA 2026 Conference will address the dual transformation facing African retirement funds....
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