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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.
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Lead features (Featured Layout)
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Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners....
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Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure....
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The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....
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A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
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Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa....
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As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important....
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