30 May 2024


Featured

Practice Management

Building a financial planning practice that outlasts its founders

Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group....

Financial Planning

The client is the person, not their money

Rob Macdonald, Independent Consultant
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine....

Thought leaders

Events

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

Financial Planning

AI is not coming for your financial planning job

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

More features

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....

Events

IRFA 2026 Conference

 

HUM South Africa 2026 – SHOW 18

 

The International Investing Symposium

 


*|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|*