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Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....
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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....
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Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner....
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Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders, delves into the credibility of the Federal Reserve and debt sustainability, as well as artificial intelligence (AI)....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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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....
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Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....
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Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....
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The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment....
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Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging....
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Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"...
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George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!...
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Conlias Mancuveni of Hollard Implemented Portfolio Solutions (IPS) writes about the importance of being a reliable partner that empowers advisors....
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INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips....
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Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity....
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