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

Structured Products

Causeway Securities

Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York....

Events

IRFA 2026 Conference

The IRFA 2026 Conference will address the dual transformation facing African retirement funds: navigating a fundamentally changed global order while meeting dramatically evolved member expectations. ...

DFM

How flexible and customisable should a DFM offering be?

As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies....

Events

Meet the Managers 2026

Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types of domestic and international investment strategies.  Markets are undergoing structural fragmentation. If the gold price is a proxy for risk, then markets are pricing in for some significant shocks. The opportunity ...


Thought Leaders

Causeway Securities

Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York....

IRFA 2026 Conference

The IRFA 2026 Conference will address the dual transformation facing African retirement funds: navigating a fundamentally changed global order while meeting dramatically evolved member expectations. ...

Latest Ebook


Investment

Causeway Securities

 

IRFA 2026 Conference

 

How flexible and customisable should a DFM offering be?

 

Meet the Managers 2026

 

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