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19 May 2023
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Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.
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How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890....
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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....
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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....
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IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....
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Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....
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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....
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FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....
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Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....
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Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
investing offshore and how to structure financial plans to suit each clients needs and objectives....
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Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment....
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