Built for better advice – Using technology to grow your financial...
Welcome to our built for better advice series where we engage with financial advice industry experts on how to grow your financial planning business
Ian Jones, Fundhouse, on the headwinds facing asset managers
For a well-established industry, there is a surprising amount of ongoing changes taking place behind the scenes. Ian Jones, CEO, Fundhouse, tells us about the headwinds facing the industry
Are you working in the “messy middle”?
Rob Macdonald, Fundhouse, on defining the primary role of financial planners and finding the balance between financial security and a life well-lived
Pragmatic and scalable solutions from Guernsey
Chris Colclough, Head of Wealth Management, Canaccord Genuity Wealth Management, outlines Guernsey’s strengths in offshore financial services
Real-time planning tool gives meaning to integrated wealth planning
Old Mutual Wealth's flagship financial planning tool will give accredited advisers a clear competitive advantage as consumer preferences change
Can South Africans rebuild their wealth after lockdown?
According to Andrew Ratcliffe, director at Private Client Holdings, a smart option for investors to build a diversified offshore portfolio is with actively managed certificates (AMCs), which have become increasingly popular for a number of reasons
Meet the finalists of the FPI Financial Planner of the Year...
In anticipation of the announcement of the winner on the 27th of October, we catch up with the finalists to find out why they entered the competition, what the process has taught them and how they hope to use the winner’s platform to advance our profession
Read the October edition of Blue Chip Journal online
The October edition of Blue Chip Journal, now available, contains a wealth of knowledge and insight for professionals in the financial planning industry
Covid-19, CFP® professionals and your clients
The Financial Planning Institute surveyed CFP® professionals to find out what’s happening on the ground
What is in a name? Why professional names matter
Recent developments are set to provide clarity in terms of financial advisor titles and regulatory certainty for financial planners in South Africa.
