|
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
|
|
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers....
|
|
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside. ...
|
|
Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities....
|
|
David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action....
|
|
|
|
DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers....
|
|
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside. ...
|
|
|
*|LIST:DESCRIPTION|*
Unsubscribe *|EMAIL|* from this list.
Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*
*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*
|
|
