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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 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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When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International....
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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 Professionals 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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