31 July 2024


Featured

Hedge Fund Managers

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books....

Investment

Is everything becoming AI – and how can you respond without selling equities?

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?...

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....

Enhancing your advice proposition

Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients....

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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