15 November 2023

Featured

Events

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession....

Financial Planning

Leading a global profession: a year of growth, connection and purpose

Former chairperson of the Board for the FPI, Kirsty Scully, CFP®, who has been re-elected to be the 2026 chairperson of the Financial Planning Standards Board Council, shares her international perspective on the profession....

Thought Leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

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

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....

RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....

Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....

Symmetry

Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....

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