Protecting Wealth and Lifestyle in a Volatile Economy Sharon Paterson, CEO of Infiniti Insurance Limited While the country faces economic headwinds, including crime, emigration, …
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Transforming wealth into legacy for high net worth clients
Sonja Steyn, Head of Strategic Wealth Management and Advice for Momentum Advice High net worth clients are no longer just seeking financial growth – they want strategies that reflect …
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How returns and costs compound over time; and what do about it
Signal & Strategy monthly column James Steere, Head of Operations, Perspective Investment Management Executive Summary: Both investment returns AND costs compound …
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The critical role of professional financial advice
Tony van Niekerk, COVER in conversation with Aldert Brink, CEO of Momentum Financial Planning In a fast-changing world where financial uncertainty is becoming more pronounced, professional …
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Why every financial services intermediary needs an exit strategy
Dawn Julyan CFP®; Compliance Director, Simply Comply Too often we hear business owners say, “My business is my retirement plan.” Yet, how many of those plans actually …
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Future-proofing advice firms
Aligning succession models with strengths-based strategies Johan Oosthuizen, Business Coach & Gallup-Certified Strengths Coach Succession planning remains one of the most …