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

Investment

Real assets: the strategic case for inflation defence

Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers....

Retirement

A legend in the financial world retires

"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August....

Practice Management

Building a financial planning practice that outlasts its founders

Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group....

Financial Planning

The client is the person, not their money

Rob Macdonald, Independent Consultant
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine....


Thought Leaders

Real assets: the strategic case for inflation defence

Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers....

A legend in the financial world retires

"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August....

Latest Ebook


Investment

Real assets: the strategic case for inflation defence

 

A legend in the financial world retires

 

Building a financial planning practice that outlasts its founders

 

The client is the person, not their money

 

*|LIST:DESCRIPTION|*

Unsubscribe *|EMAIL|* from this list.

Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*

*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*