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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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South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....
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Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes....
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Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....
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The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives....
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South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....
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Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes....
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