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)

Featured

Analytics

Analytics
Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics....

DFM Guide 2025

Why should a financial planner use a DFM?

Why should a financial planner use a dfm
Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios....

Featured

The Altvest Orient Opportunities Fund is opening doors

Altvest Capital's banners on road
By bridging South African capital with China’s booming venture-capital market, Altvest Capital's Orient Fund empowers investors to participate in transformative global innovations and diversify beyond conventional asset classes....

Featured

Research and transparency reigns supreme

Marius van der Merwe, founding member and CEO, Amity Investment Solutions
Marius van der Merwe, a founding member and CEO of Amity Investment Solutions, explains the company's unique approach as a DFM....

More features

How to invest in art like a pro

Marelize van Zyl, CEO of Aspire Art, shares six insider strategies for aspiring art investors. Drawing from years of expertise in high-value art sales and auctions....
AI and automation

AI and automation: two sides of the same coin?

Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion....
Co-authored by Robyn Clay and Jen Mckay, Directors, Linktank

Unlocking key insights out of disparate data

According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making. ...
Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth

Financial planning for clients who are emigrating

Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth....


Events

Meet The Managers 2025: Registrations now open

 

2025 FPI Professional’s Convention

 

BCI Global Investment Conference 2025

 

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