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14 March 2023
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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.
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DFM Round Table Discussion
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National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die....
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Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership....
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Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital....
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Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner....
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National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die....
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Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership....
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