12 February 2025

Featured

Leadership

FPSB honours two leaders for outstanding contributions to the financial planning profession

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa
Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award ...

Practice Management

The key factors that matter to financial advisers

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Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success....

Thought Leaders

Investment

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Grant Alexander, Founder and Director, Private Client Holdings
Philanthropy is undergoing a significant transformation in South Africa....

Retirement

Capital Protector: A practical approach to retirement certainty

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....

More Features

Announcement of Finalists for the 2025 Financial Planner of the Year Award

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....

Empathy: tonic or toxic for client relationships?

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....

Event

2025 Financial Planning Summit

 

Money Maestros Conference 2025 — One Day. One Venue. World Class Speakers.

 

2025 FPI Professional’s Convention

 

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