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Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
...
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Focused on bringing a diverse array of fund managers to the outlying areas of South Africa, The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections....
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