AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies....

AI: levelling the playing field

It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates....

Financial Planning

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027....

Client Engagement

Conversation as technology and how it influences outcomes

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....

Thought leaders

	HUM South Africa 2026 – SHOW 18 Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
	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

	Financial Intermediaries Association of Southern Africa leadership changes The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027....
	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....
	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....
	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....