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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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Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance....
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The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention....
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Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October....
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For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium....
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Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance....
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The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention....
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