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

Investment

Is your investment making you emotional?

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. ...

Exchange Traded funds

The index decision that matters

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....

Retirement

Two-pot withdrawals, December bonuses and mounting debt

Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning....

Exchange Traded funds

What is an ETF?

Exchange-traded funds offer financial planners a growing range of options for building client portfolios....


Thought Leaders

Is your investment making you emotional?

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. ...

The index decision that matters

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....

Latest Ebook


Investment

Is your investment making you emotional?

 

The index decision that matters

 

Two-pot withdrawals, December bonuses and mounting debt

 

What is an ETF?

 

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