If you are planning to exit a retirement fund, you need to know how much tax you will pay. A tax directive simulation can help you estimate your tax liability and plan your finances accordingly. Find out how this tool works and why it is vital for your retirement process.
a fresh perspective on the value of compliance and will make you rethink its role.
understanding re-platforming and its impact ft. Mickey Gambale
A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.
A discussion about adapting to the new world of financial advice and wealth management
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.
A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.
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.
Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice. Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.