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

Education

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

FPI Updates

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....

Hedge Funds

Delivering consistent outcomes through hedge fund solutions

Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes....

Behavioural Finance

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....


Thought Leaders

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....

Latest Ebook


Investment

The vital cog in development

 

FPi announces 2026 Financial Planner of the Year finalists

 

Delivering consistent outcomes through hedge fund solutions

 

The insurance gap isn’t a market problem. It’s a human one

 

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