Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
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The value of advice in the investment journey
Trusted financial advice helps South Africans navigate uncertainty, maximise tax-efficient investments and turn long-term goals into achievable plans, writes Fränzo Friedrich, Chief Marketing Officer of Momentum Investments.
Planning across generations and life stages
When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
Built to compound, built to last
Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven
hedge fund approach and long-term capital growth.
Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status
Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice.
Two sides of the same coin
What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.
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