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

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives....

DFM

Relevant, effective and decisive

Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively...

Financial Planning

Recalibrating South Africa’s Financial Edge

Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026. ...

Investment

Geopolitical risk can’t be forecast but investors can control their instincts

Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context, writes Johanna Kyrklund, CIO, Schroders....


Thought Leaders

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives....

Relevant, effective and decisive

Nadir Thokan and Fay Khan share insights into how Investment Solutions by Alexforbes (IS) assists advisors in servicing clients effectively...

Latest Ebook


Investment

MitonOptimal

 

Relevant, effective and decisive

 

Recalibrating South Africa’s Financial Edge

 

Geopolitical risk can’t be forecast but investors can control their instincts

 

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