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Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients....
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Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics....
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Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios....
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Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere....
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Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark....
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Marelize van Zyl, CEO of Aspire Art, shares six insider strategies for aspiring art investors. Drawing from years of expertise in high-value art sales and auctions....
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Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion....
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According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
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Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth....
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In an ever-evolving financial landscape, the demand for skilled professionals who can navigate complex legal frameworks and financial strategies has never been higher. At the University of the Free State’s (UFS) School of Financial Planning Law (SFPL), we offer innovative programmes to equip students with the necessary knowledge and skills to excel in this dynamic ...
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Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year....
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I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this time is spent on developing the skills to ask clients meaningful and appropriate questions. But Morningstar research in 2018 found that clients do not value a coaching approach. In the research, ...
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It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group‘s objective is to transform the distribution network and at the same time grow an advice force with successful, motivated and well-trained advisors. For close to a decade, Momentum Group via its enterprise and supplier development (ESD) programme, has been dedicated ...
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Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate....
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Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how...
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