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

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas....

Featured

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions....

Offshore

What really matters when choosing offshore unit trusts

When considering offshore investing, the starting point is not the fund it’s the investor. What are you trying to achieve? Whether it’s long-term capital growth, funding future goals, or creating offshore diversification, the objective should guide the decision-making. Different needs require different solutions, and this should shape how a portfolio is built from the ...

Education

How to become a financial advisor in South Africa

The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on....


Thought Leaders

Catering for bespoke needs

Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas....

The future of healthcare financing

South Africa’s healthcare financing landscape is shifting rapidly under the pressure of rising costs and economic uncertainty, writes James White, Director, Sales and Marketing, Turnberry Management Risk Solutions....

Latest Ebook


Investment

Catering for bespoke needs

 

The future of healthcare financing

 

What really matters when choosing offshore unit trusts

 

How to become a financial advisor in South Africa

 

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