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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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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....
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For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium....
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What changes, what endures and why AI is different, asks Francois du Toit, Founder and Director, PROpulsion....
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Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset....
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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....
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For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium....
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