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

From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable....

Financial Planning

Fostering a formidable firm: the momentum effect of employee benefits

Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success....

Hedge Funds

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds....

Economy

How serious are the spillover risks from private credit to public markets?

Problems in direct lending, the $2 trillion sector of the broader private credit market, are worrying investors in public markets. Are they right to worry asks Duncan Lamont, Head of Strategic Research at Schroders?...


Thought Leaders

From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable....

Fostering a formidable firm: the momentum effect of employee benefits

Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success....

Latest Ebook


Investment

From hero advisors to professional systems

 

Fostering a formidable firm: the momentum effect of employee benefits

 

Hedge fund manager and fund listing

 

How serious are the spillover risks from private credit to public markets?

 

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