The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara....

What is an ETF?

Exchange-traded funds offer financial planners a growing range of options for building client portfolios....

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa....

From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South Africa’s ETF growth

Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth....

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

	Retrenched, widowed or suddenly on one income? Navigating the financial aftermath Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change....
	Medical aid regulation changes are shaping future demand 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....
	1Life Insurance Women’s Confidence Index South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security....
	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....
	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....
	FPi Professional’s Convention 2026 puts people, leadership and client outcomes at the heart of financial planning 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.”...
	From scribes to software What changes, what endures and why AI is different, asks Francois du Toit, Founder and Director, PROpulsion....
	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™....