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30 April 2023
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Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus.
We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023.
We hope you find this edition informative and useful.
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What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession....
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Former chairperson of the Board for the FPI, Kirsty Scully, CFP®, who has been re-elected to be the 2026 chairperson of the Financial Planning Standards Board Council, shares her international perspective on the profession....
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Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890....
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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....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....
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Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....
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The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....
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FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....
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Kevin Swartz of Absa shares his thoughts on the difference between structured products classes....
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Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....
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