Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. 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.

With breaks

With breaks

 

 


Youtube video


Yumpu E-book


Blue Chip Issue 84

Lead features (Featured Layout)

Investment

How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities....

Investment

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not....

Glacier

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions....

Practice Management

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace....

More features

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions....

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace....

Guarding against the impact of the 3Ps in the current global system

Both business and industry have a role to ensure guardrails are in place to protect investors from the psychological phenomenon of “groupthink”....

Focus and intentional action are key to building generational wealth

As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning. By Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning....


Events

The Investment Forum 2026

 

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