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Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset....
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The advice industry in South Africa has never stood still. Over the past two decades, we have seen steady progression in professionalism, compliance standards and client outcomes. COFI does not change that trajectory. It accelerates it....
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AI-led investing. Conviction-driven outcomes. From inception the firm has embedded artificial intelligence at the core of its investment process – combining machine learning, data science and fundamental analysis to identify and exploit market inefficiencies. Differential Capital has also demonstrated its ability to execute complex, high-impact transactions. Most notably, the firm led the consortium that drove ...
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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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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Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved....
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Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities....
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The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™....
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