5 December 2024


Featured

Financial Planning

COFI Bill set to reshape financial advice industry

Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance....

Thought Leaders

Education

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

More Features

From reactive giving to intentional impact: what 15 years of donor behaviour reveal

Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved....

Optimising hybrid retirement strategies

Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities....

Foundation Family Wealth Approved as an FPi Approved Professional Practice™

The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™....

Events

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

 

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