Tag: retirement pots
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If you really want to influence a client’s behaviour, appeal to interest not to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Don’t die in an awkward position
Capital Legacy stresses the importance of South Africans having a will regardless of age through their latest awareness campaign: "Don't die in an awkward position. Don't die without a will.".
Partner with Glacier Invest to unlock infinite investment opportunities for your clients.
Glacier Invest’s leadership in South Africa’s discretionary fund management space enables them to deliver unparalleled investment and operational support to financial intermediaries.
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