The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
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.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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Key value drivers in considering retail real estate investments
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).
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