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Blending families, balancing futures

The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth....

A conversation for perspective: the first step in influencing client decisions

Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....

Thought Leaders

	Blending families, balancing futures The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth....
	A conversation for perspective: the first step in influencing client decisions Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....

More Features

	A conversation for perspective: the first step in influencing client decisions Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done....
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	Reframing income and impact: the case for South African private credit In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk. By Akshay Karan, Chief Investment Officer, Altvest....