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

Featured Financial Planner

JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner....

Round Table Series

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Latest Round Table

Palesa Dube, Centillion Wealth Advisory

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Latest Round Table

Kevin Swartz, Absa Group

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....


Thought Leaders

JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner....

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Latest Ebook


Investment

JD Jacobs, RFP® | Financial Planner Profile

 

How and why a financial planner should incorporate structured products into an investment plan

 

Palesa Dube, Centillion Wealth Advisory

 

Kevin Swartz, Absa Group

 

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