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Florbela Yates

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Florbela is an experienced Head Of Investments with a demonstrated history of working in the financial services industry. She is skilled in investment advisory, investment management, business development, financial services, and Discretionary Fund Management (DFM, DIM, DM). Florbela is a strong consulting professional who graduated from the University of the Witwatersrand. More insights from Momentum here.
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How important is investment performance for a DFM

How important is investment performance for a DFM?

As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Last mile planning

Protected: Last mile planning advice 

Financial advisors can overcome the challenge of last-mile service delivery by adopting wealth technology solutions that streamline operations, enhance client touchpoints, and foster regular, contextual engagement, ultimately driving business growth and client satisfaction.

The succession plan dilemma for financial advisors

With an aging advisor base and rising regulatory barriers, succession planning has never been more critical. Is your plan truly actionable? Will you get fair value? And will your clients be well cared for? This article explores key challenges and solutions for a seamless transition.
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