12 June 2024


Featured

Alexforbes

Alexforbes named South African Manager of the Year at the Raging Bull Awards

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance....

Featured

What are the different types of structured products available to retail and institutional investors in South Africa?

There is a limited range of structured products offered in South Africa compared to the rest of the world....

Thought Leaders

Financial Planning

Let the main thing remain the main thing

Rob Macdonald, Independent Consultant
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

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....

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp....

Events

Digital Transformation Summit – South Africa 2026

 

Cyber Security Summit – South Africa 2026

 

The Investment Forum 2026

 

2026 FPI Professional’s Convention

 


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