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The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

Client before compliance

How to future-proof in the new regulatory environment.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.
Stock Market Crash - Graph

Investors get the jitters

Economic impact of COVID-19.

Diligent evaluation

How to get the most out of your relationship with your DFM.

Invest globally, locally

Satrix offers a wealth of offshore investment options.

Leverage the hedge

South African equity hedge funds have consistently outperformed equity funds over the last three to five years, so why don’t more financial advisors allocate...

Encouraging women to invest more

Q&A with Sonja Saunderson, Chief Investment Officer at Momentum Investments.

Humans Under Management

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.
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Will African mergers and acquisitions be affected by more regulation? 

Will African mergers and acquisitions be affected by more regulation?

New regional and continental competition regulators have been established. Is this good for M&A or a cause for concern, ask Daryl Dingley, Partner, Gina Lodolo, Associate, and Elisha Bhugwandeen, Knowledge Lawyer at Webber Wentzel?
Turning AML Compliance into a Value-Added Service

From regulation to opportunity: Turning AML compliance into a value-added service 

GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
Hildegard Wilson, Managing Director, Glacier International

Don’t keep all your rands in one basket

Offshore investing is about more than simply avoiding local economic challenges; it’s about opening your portfolio to a world of possibility, writes Hildegard Wilson, Managing Director at Glacier International.
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