|
Blue Chip speaks to Jean van Biljon CFP®, Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner....
|
|
Hymne Landman, CEO at Momentum Wealth, looks back on Momentum's 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients....
|
|
|
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
...
|
|
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
|
|
|
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....
|
|
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....
|
|
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....
|
|
FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....
|
|
Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....
|
|
Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....
|
|
|
*|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|*
|
|
