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Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner....
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Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record....
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Based in Sandton, Johannesburg, Investment Solutions by Alexforbes is a newly established division of Alexforbes, South Africa’s leading investments multi-manager, entering the Discretionary Fund Management (DFM) market....
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According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being....
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According to Vuyo Nogantshi, Head
of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape....
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Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx....
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According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being....
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INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions....
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Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth....
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Investors pay for the expertise of a Discretionary Fund Manager (DFM), but the fees are often offset by access to cost-saving strategies and discounted fee classes—ensuring that professional portfolio management remains a valuable investment. Learn more here....
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Global events and investment market movements mean less than you think when it comes to successful investing, writes Rob Macdonald....
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It is important that investors do not derisk their portfolios too early and reduce their potential returns as they could face financial shortfalls in their later years. Grant Alexander, Founder and Director at Private Client Holdings explains why....
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The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital....
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Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind...
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As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?...
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Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market....
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