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16 May 2023
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Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on
getting offshore investing right.
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In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimizing their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes....
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The Financial Planning Institute of Southern Africa (FPI) is proud to welcome and congratulate Consolidated Wealth (Pty) Ltd on being approved as an FPI Approved Professional Practice™. This prestigious certification signifies that Consolidated has met the FPI’s rigorous standards for excellence in financial planning, joining an elite group of nearly 20 FPI Approved Professional Practices ...
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Momentum is dedicated to re-humanising financial planning by recognising the emotional and societal dimensions of money, writes Sonja Steyn, Momentum....
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Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them.....
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Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios....
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Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number....
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Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her....
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