Lelane Bezuidenhout
Lelané Bezuidenhout CFP®is the Chief Executive Officer at Financial Planning Institute of Southern Africa. Lelané started her career in the financial sector in 1999. She joined the Ombud for Financial Services Providers (FAIS Ombud) in 2010 where she gained high-level expertise in FAIS legislation and related subordinate regulation. More insights from the FPI here
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Mapping your advice process: the most important thing you can do in 2025
Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing the Next Gen heirs for the complexities of managing the family fortune
Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
If you really want to influence a client’s behaviour, appeal to interest not to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
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