|
14 March 2023
|
|
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.
|
DFM Round Table Discussion
|
|
What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights....
|
|
Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum....
|
|
Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS)
has positioned itself to be a reliable partner that empowers advisors....
|
|
This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning....
|
|
|
|
What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights....
|
|
Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum....
|
|
|
*|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|*
|
|
