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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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Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner....
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Hymne Landman, CEO at Momentum Wealth, looks back on Momentum's 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients....
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“Success is never owned. It is rented. And the rent is due every day,” writes Wouter Fourie, CEO, Ascor Independent Wealth Managers....
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What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession....
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Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner....
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Hymne Landman, CEO at Momentum Wealth, looks back on Momentum's 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients....
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