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

Featured

Where to tech, and when to human

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Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion....

Podcasts

Protected: Investing Offshore – Round Table Discussion

Round Table: Investing Offshore
There is no excerpt because this is a protected post....

Featured

Enhancing client well-being through holistic planning

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Kim Potgieter CFP®, Director, Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy....

Featured

Tech trends for ‘24

Tech trends for 24
Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business....


Thought Leaders

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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion....
Round Table: Investing Offshore

Protected: Investing Offshore – Round Table Discussion

There is no excerpt because this is a protected post....

Latest Ebook


Investment

Where to tech, and when to human

 

Protected: Investing Offshore – Round Table Discussion

 

Enhancing client well-being through holistic planning

 

Tech trends for ‘24

 

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