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

Building value in a shifting landscape

Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate. ...

FPI Updates

FPI unveils Vision 2030 and strategic direction for the financial planning profession    

FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning....

Practice Management

How to build a successful investment practice

With more than 30 years’ experience in the investment industry, Kritz Koetzee, Head of Business Development – South, Glacier by Sanlam, has some insights to share when it comes to building a successful investment practice....

Hedge Fund Managers

Matrix Fund Managers

Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion...

More features

A changing world

This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel....

The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation

ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix....

The hidden dangers of being a trustee: are you or your clients exposed?

The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary....

Brittle financial health: the male crisis hiding in plain sight

Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State....


Events

The Investment Forum 2026

 

ABSIP Financial Services Symposium 2025

 

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