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Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners....
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Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....
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Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....
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A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
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