28 February 2024

Featured

FPI Updates

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....

Investment

South African equities: beyond the gloom

stock market structure
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors....

FPI Updates

Marching to the beat of a younger generation’s drum

The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. The focus is to unite and inspire the younger (under 40-year-old) CFP® professionals....

Hedge Funds

What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional....

Thought Leaders

Investment

South African equities: beyond the gloom

stock market structure
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors....

Communication

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications...

Retirement

The two-pot system: One year on

Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes...

More Features

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management...

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first Bitcoin Treasury Company

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance....

An introduction to financial wellbeing

What is financial wellbeing? And why do you need to care? By Chris Budd, former financial planner and founder of Ovation Finance Ltd, author and founder of the Institute for Financial Wellbeing....

Events

2025 Financial Planning Summit

 

PROpulsion Ascend Summit 2025

 

The International Investing Symposium 2025

 

Institutional Investment Insights Conference 2025

 


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