Brought to you by FPI
30 April 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.

Featured

Investment

Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”

Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market....

Economy

US midterms: what will the outcome mean for US assets and the dollar?  

Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. ...

Retirement

For retirement, it’s about the return you need

One of the biggest fears retirees face is outliving their savings, writes Martiens Barnard, Marketing Actuary at Momentum Investments....

Technology

Arista Networks: Connecting AI Infrastructure 

Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management....

Thought Leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....


More Features

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™....

Decomposing fixed income returns

South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions...

Quality’s cul-de-sac: when great businesses move together

Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse....

Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die....

Round Table Series

Newsletter Round Table

Do inward-listed investments use your offshore allowance?

Kevin Swartz of Absa shares his thoughts on the difference between structured products classes....

Round Table Series

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Events

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

 

The International Investing Symposium

 

2026 FPi Professional’s Convention

 

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