13 September 2023

Featured

Featured

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

Money Maestros Retirement Planning Workshops Mbombela
Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement. ...

Featured

What you need to know about AMETF transparency

AMETF
According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities....

Featured

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors....

Featured

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited
Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust. ...

Thought leaders

Olwethu Masanabo, CFP®

Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board — signifying a seamless and strategic shift in leadership within the organisation....
Fikile Mbhokota, CEO, Satrix

ETF evolution: global and South African trends driving the future of index investing

According to Fikile Mbhokota, CEO at Satrix, the ETF market is evolving at an unprecedented pace, reshaping global investment landscapes....

More Features

succession planning

Succession planning for independent financial advisors in South Africa

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937

The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management

A shift up and to the left

By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management....
Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....
image by by Kanpisut from Jookiko

Creating procedures with ChatGPT

Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....
do dfms add to costs?

Do DFMs just add to costs?

Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees....

Why umbrella funds belong in your EVP strategy

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens....
image by http://www.fotogestoeber.de from Getty Images

Looking forward to a RAG-based future

Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice....

Events

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

 

Investment Think Tank 2025

 

PROpulsion Tech 2025: Lead the Change

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

 

Humans Under Management Conferences 2025

 

2025 FPI Professional’s Convention

 

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