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

Hedge Fund Managers

Senqu Capital

Launched in 2016, Senqu Capital is an independent investment manager based in Johannesburg and founded by Stephen Carew and Andrew Crawford, both formerly of Capricorn Fund Managers....

Practice Management

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp....

Investment

Stocks for the long run… but what’s the catch?

Neil Padoa (Head of Global Developed Markets at Coronation Fund Managers) discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns....

Financial Planning

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....


Thought Leaders

Senqu Capital

Launched in 2016, Senqu Capital is an independent investment manager based in Johannesburg and founded by Stephen Carew and Andrew Crawford, both formerly of Capricorn Fund Managers....

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp....

Latest Ebook


Investment

Senqu Capital

 

Courage, compassion and consistency: a journey from zero to 1,300 clients

 

Stocks for the long run… but what’s the catch?

 

Let the main thing remain the main thing

 

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