|
Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald...
|
|
Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?...
|
|
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant...
|
|
|
At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board — signifying a seamless and strategic shift in leadership within the organisation....
|
|
According to Fikile Mbhokota, CEO at Satrix, the ETF market is evolving at an unprecedented pace, reshaping global investment landscapes....
|
|
|
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....
|
|
By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager,
Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager,
Mazi Asset Management....
|
|
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....
|
|
|
*|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|*
|
|
