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The case for strategic corporate outsourcing

The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.

The rise of family offices in South Africa

Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
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Money Maestros conference 2025

Money Maestros Conference 2025 — One Day. One Venue. World Class Speakers.

Be part of the conference that brings together 7 of the most impactful speakers from across the US, UK and South Africa — built to energise, inspire, motivate and your thinking in a single powerful day.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

If you don’t pay, you don’t stay

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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