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

Retirement

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

FPI

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....

Structured Products

Certainty in volatile markets

In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure....

Events

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event....


Thought Leaders

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....

Latest Ebook


Investment

Reimagining retirement: Why rules of thumb matter more than we think

 

Building better futures 

 

Certainty in volatile markets

 

Global Financial Planning Conference ALL STARS

 

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