Momentum Investments: Global Citizen Masterclass webinar
Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
The financial planner as a thinking partner
Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
Building an innovative and employable workforce
If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum
Introducing purpose-driven financial coaching: embrace a human approach to financial planning
The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
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The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference
A practical virtual conference for financial planning businesses that want to run smarter operations, without adding unnecessary risk or complexity.
PROpulsion Practice Management Conference 2026
The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.
When clients ask if they have done enough
Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.
Absa Index and Structured Solutions philosophy and process
Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals.
Index methodologies in structured products
This piece aims to provide an understanding of how issuers select and
build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.
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