Social media in financial planning
Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
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HUM South Africa 2026 – SHOW 18
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
Responsible Investing and Investment Merit
WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.
Pleasant with intervals of clouds and sunshine
For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?
A DFM who is not just talking technology
AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.
Enhancing value and diversification
Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.
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