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14 March 2023
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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.
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DFM Round Table Discussion
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What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)...
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Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. ...
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Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara....
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Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning....
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What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)...
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Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. ...
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