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.
Navigating succession: financial advisors retire much later than they realise
A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Closing the circle: the importance of closing the wealth management loop
Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
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What you need to know about AMETF transparency
According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more
dynamic and potentially higher-return opportunities.
Building a financially sustainable practice
Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
When is the right time to take your wealth offshore?
Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
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