SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million....

The role of data, CRM systems and risk intelligence in practice management

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail....

MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives....

Thought Leaders

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

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