Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.

With breaks

With breaks

 

 


Youtube video


Yumpu E-book


Blue Chip Issue 84

Lead features (Featured Layout)

Investment

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....

FPI Updates

Following in the footsteps of excellence

Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences....

FPI Updates

Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson....

FPI

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....

More features

When the dream becomes bigger than the award

“Success is never owned. It is rented. And the rent is due every day,” writes Wouter Fourie, CEO, Ascor Independent Wealth Managers....

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem....

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees....

Seven financial planning lessons from Leaderex 2026

Financial planning goes beyond saving and investing. At Leaderex 2026, FPI MyMoney123 speakers shared practical insights on protecting wealth, investing wisely and planning for the future....


Events

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

 

HUM South Africa 2026 – SHOW 18

 

The International Investing Symposium

 

2026 FPi Professional’s Convention

 

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