|
15 March 2023
|
|
Testing the embed
|
Testing Text 1, 2
|
|
Testing Text 1, 2. 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.
With breaks
With breaks
|
Lead features (Featured Layout)
|
|
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning scenarios, the course culminated in the submission of comprehensive financial plans by candidates. A total of 137 candidates registered for the course, with 132 submitting their financial plans. The overall pass ...
|
|
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how....
|
|
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
|
|
According to Sandile Khumalo,LLM (Unisa),
FPSA®, GTP(SA), Fiduciary
Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
|
|
|
Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
|
|
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
|
|
Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....
|
|
Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....
|
|
|
|
*|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|*
|
|
