13 September 2023

Featured

Retirement

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....

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....

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....

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. ...

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....

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....

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....

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning....

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

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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