Learn how Monte Carlo simulations can help you model and evaluate different scenarios for your financial planning business. Discover how to foster adaptability, embrace flexibility, and shift your mindset for informed decision-making.
understanding re-platforming and its impact ft. Mickey Gambale
we discuss making the leap from a financial adviser to a business owner, even if you still fulfill the role of a financial adviser in the business or practice.
We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.
Join Francois du Toit and Alan Yates, Head of Distributions at Peregrine Capital, for a discussion on the topic of hedge funds.
Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.
Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 discuss the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.
Much is being said about the new VAT rate of 15% that will become effective on 1 April 2018 in South Africa. Yes, we are talking about billions of Rands that it will raise, and as a consequence, leave consumers a little poorer, but I was keen to see the impact it will have specifically…