Tag: independent wealth management practices
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Making succession planning a success
Succession planning remains a top priority for advisors in South Africa and globally.
9th Annual SAIFM Regulatory Summit
This event is characterised by insightful commentary and discussion on the latest regulatory developments, in addition to the opportunity to interact with regulatory authorities and network with like-minded professionals.
CPD: a cornerstone of excellence in financial planning
In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative.
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