But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time. Think Warren Buffett and Berkshire Hathaway, Bernard Arnault and Louis Vuitton Moët Hennessy, Bill Gates and Microsoft, Mark Zuckerberg and Meta and closer to home, icons Jannie Mouton and PSG, Michiel Le Roux and Capitec ...
|
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation....
|
Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics....
|
|
|
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024....
|
|
|
Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind...
|
|
As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?...
|
|
Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market....
|
|
*|LIST:DESCRIPTION|*
Unsubscribe *|EMAIL|* from this list.
Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*
*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*
|
|