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

 

 


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Blue Chip Issue 84

Lead features (Featured Layout)

Client Engagement

Strong partnerships create value

Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley....

Events

The Investment Forum 2027 is now open

Registration is officially open for The Investment Forum 2027, South Africa’s longest-standing independent investment thought leadership conference....

FPI Updates

FPi Awards: The big three

Meet the three Financial Planner of the Year Award finalists....

Financial Planning

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....

More features

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™....

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


Events

The Investment Forum 2027 is now open

 

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

 

2026 FPi Professional’s Convention

 

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