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Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum....
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As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust....
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The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance....
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As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....
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South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security....
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The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027....
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In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald....
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The FPi Professional's Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”...
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What changes, what endures and why AI is different, asks Francois du Toit, Founder and Director, PROpulsion....
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Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved....
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Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities....
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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™....
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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...
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