Brought to you by Financial Planning Institute of Southern Africa
14 March 2023
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.

DFM Round Table Discussion


Lead Features

Offshore

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans....

Financial Planning Institute

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy....

Compliance

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....

Practice Management

The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference

A practical virtual conference for financial planning businesses that want to run smarter operations, without adding unnecessary risk or complexity....


Thought Leaders

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans....

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy....

Latest Ebook


Investment

Offshore investment gains momentum in SA

 

VISION 2030

 

Protecting independent financial advice

 

The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference

 

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