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09 February 2004 Angelo

The Financial Planning convention, organised by the fpi will take place on Monday, 31 May and Tuesday, 1 June at the Johannesburg Convention Centre.

Sakkie van de Merwe, executive director of the Financial Planning Institute (fpi): "We believe the convention provides an ideal opportunity for financial advisors to expand and obtain knowledge of relevant industry trends to ultimately provide a better quality service to clients, existing and potential.

"Everyone engaged in personal financial planning, providing financial advice to clients and selling financial products will benefit from attending this convention.

"It is also relevant to people who support financial planners and financial advisors as well as to anyone with an interest in financial services in South Africa."

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Early 2025 asset manager outlook statements point to opportunities in emerging markets and the US dollar. How do you approach these factors in client portfolios?

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Diversify across emerging and developed markets
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Maintain a cautious stance around US-dollar investments
Prioritise local markets for safer EM growth
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