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Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics....
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Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios....
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Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere....
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Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark....
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Marelize van Zyl, CEO of Aspire Art, shares six insider strategies for aspiring art investors. Drawing from years of expertise in high-value art sales and auctions....
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Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion....
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According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
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Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth....
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