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

Investment

The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890....

FPI

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem....

Retirement

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees....

Investment

Sasfin Wealth is now Otto1890

IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890....


Thought Leaders

The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890....

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem....

Latest Ebook


Investment

The right expertise makes all the difference

 

Regulators in action: Strengthening consumer protection together

 

Pension Fund Adjudicator signals tougher approach on unpaid contributions

 

Sasfin Wealth is now Otto1890

 

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