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How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium....
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Philanthropy is undergoing a significant transformation in South Africa....
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The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains....
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We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award....
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Financial planners have the privilege and challenge of often dealing with clients in emotional turmoil. Rob Macdonald explores the role and effect of empathy in our client relationships....
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In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors....
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Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape....
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Be part of the conference that brings together 7 of the most impactful speakers from across the US, UK and South Africa — built to energise, inspire, motivate and your thinking in a single powerful day....
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The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg. Join us at this year’s event and supercharge your financial planning continuous professional development. Our speakers will guide you on a journey of personal and professional growth and you will have the ...
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