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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise. Bryan Leach, a wealth manager at Private Client Holdings, gives practical advice on how to protect yourself....
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Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns....
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Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible and tailored to individual needs. Robert Rhodes, managing director of Momentum Wealth International, tells us more....
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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks....
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Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®....
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In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop....
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