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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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Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions....
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The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”...
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Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice....
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For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager,
Private Client Holdings....
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Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions....
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The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”...
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