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

Practice Management

Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting....

Hedge Funds

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg....

Events

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October....

FPI Updates

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

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....


Thought Leaders

Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting....

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg....

Latest Ebook


Investment

Why good people ignore good processes

 

Oyster Catcher Investments

 

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

 

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

 

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