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16 May 2023
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Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on
getting offshore investing right.
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Blue Quadrant Capital Management is a Cape Town-based, owner-managed asset manager that currently has around R900-million assets under management....
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When it makes sense to combine a living annuity and life annuity, by Rocco Carr, Business Development Manager, Glacier by Sanlam....
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Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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