10 April 2024


Featured

FPI Updates

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession....

Thought leaders

Financial Planning

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

Retirement

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

More features

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions....

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace....

Guarding against the impact of the 3Ps in the current global system

Both business and industry have a role to ensure guardrails are in place to protect investors from the psychological phenomenon of “groupthink”....

Events

2026 FPI Professional’s Convention

Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights....

The Investment Forum 2026

The Investment Forum is South Africa’s premier thought leadership event for financial advisors, asset managers, discretionary fund managers, and wealth professionals....


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