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

Exchange Traded funds

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa....

Exchange Traded funds

From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South Africa’s ETF growth

Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth....

Exchange Traded funds

2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market

Europe’s booming UCITS ETF market presents new opportunities and challenges for issuers seeking investor access, writes Niki Giles, head of strategy at Prescient Fund Services...

Financial Planning

Retrenched, widowed or suddenly on one income? Navigating the financial aftermath

Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change....


Thought Leaders

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa....

From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South Africa’s ETF growth

Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth....

Latest Ebook


Investment

Blue Chip ETF Guide 2027

 

From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South Africa’s ETF growth

 

2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market

 

Retrenched, widowed or suddenly on one income? Navigating the financial aftermath

 

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