Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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South African Real Estate Investment Trusts (REITs) have shown strong performance and future potential due to improved governance, economic conditions, and strategic investments in innovation, social stewardship, and the township economy.
Success in succession: A guide to succession planning for financial advisers
Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).