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A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory....
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As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies....
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Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice....
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