10 April 2024


Featured

Financial Planning

Treasury tightens tax net

For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings....

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

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....

Optimising hybrid retirement strategies

Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities....

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™....

Events

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October....

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....

ABSIP Financial Services Sector Awards 2026

ABSIP Financial Services Sector Awards 2026: Architects of the Inclusive Economy: Shaping the Next Frontier of Financial Services....


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