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

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team....

Investment

Why market predictions keep getting it wrong… and why investors should care!

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions....

Technology

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management....

Insurance

Aligning physical health with financial security

On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing....


Thought Leaders

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team....

Why market predictions keep getting it wrong… and why investors should care!

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions....

Latest Ebook


Investment

AI – friend or foe of the DFM?

 

Why market predictions keep getting it wrong… and why investors should care!

 

The human edge: why AI will not replace the fiduciary advisor

 

Aligning physical health with financial security

 

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