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Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour....
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A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage their finances. In South Africa, the financial planning industry has long catered to a predominantly Westernised client base, with traditional plans structured around milestones like buying a home, investing in ...
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Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour....
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A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage their finances. In South Africa, the financial planning industry has long catered to a predominantly Westernised client base, with traditional plans structured around milestones like buying a home, investing in ...
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Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
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According to Sandile Khumalo,LLM (Unisa),
FPSA®, GTP(SA), Fiduciary
Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
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