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

DFM

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....

Offshore

Financial Planning for the Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders. ...

DFM

Shopping for a DFM

What advisers should look for and how Equilibrium delivers....

DFM

Is your DFM truly independent?Here’s how to tell

Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?...


Thought Leaders

Hollard Investment Managers

Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....

Financial Planning for the Global Citizen

A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders. ...

Latest Ebook


Investment

Hollard Investment Managers

 

Financial Planning for the Global Citizen

 

Shopping for a DFM

 

Is your DFM truly independent?Here’s how to tell

 

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