Tag: technology in finance
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A major milestone in the evolution of professional certification in financial planning.
The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
What 25 years as a market pioneer taught us about south african investing
Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
Succession Planning for Independent Financial Advisors in South Africa
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
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