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

Healthcare

Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....

Insurance

1Life Insurance Women’s Confidence Index

South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security....

Investment

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance....

Financial Planning

When equal is not the same: Planning a legacy for a global family

When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International....


Thought Leaders

Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions....

1Life Insurance Women’s Confidence Index

South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security....

Latest Ebook


Investment

Medical aid regulation changes are shaping future demand

 

1Life Insurance Women’s Confidence Index

 

The job is to beat the index, not be correct 

 

When equal is not the same: Planning a legacy for a global family

 

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