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14 March 2023
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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.
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DFM Round Table Discussion
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What are the main goals of the OR Tambo SEZ and is it on track to achieving its goals? The main goals of the OR Tambo SEZ are twofold; firstly, to facilitate the attraction of manufacturing investment into the SEZ, thereby contributing to the creation of much needed jobs in South Africa. These investments are ...
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The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000 CFP® professionals, reaching a total of 5,001. This achievement reflects the growing recognition of the CFP® certification as the benchmark for professional financial planning and advice in South Africa. “This is a momentous occasion ...
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Previous research that was conducted some time ago suggested that by 2025, women would control 60% of the UK’s wealth. This would largely be due to wealth transfer within the baby boomer generation, typically from male spouses or partners to females. While this prediction remains unproven, HM Revenue and Customs (HMRC) data for 2020/2021 shows ...
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South African Real Estate Investment Trusts (REITs) have shown strong performance and future potential due to improved governance, economic conditions, and strategic investments in innovation, social stewardship, and the township economy....
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What are the main goals of the OR Tambo SEZ and is it on track to achieving its goals? The main goals of the OR Tambo SEZ are twofold; firstly, to facilitate the attraction of manufacturing investment into the SEZ, thereby contributing to the creation of much needed jobs in South Africa. These investments are ...
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The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000 CFP® professionals, reaching a total of 5,001. This achievement reflects the growing recognition of the CFP® certification as the benchmark for professional financial planning and advice in South Africa. “This is a momentous occasion ...
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