Practice Management
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30 May 2024
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James Turp, Head of Investment Strategy & Portfolio Manager at Sanlam Investments, shares career journey in our latest In the Spotlight -
26 January 2024
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Fikile Mbhokota, Satrix CEO, is a seasoned industry leader dedicated to genuine financial inclusion in South Africa. In this edition of 'In the Spotlight,' discover her multifaceted role as a mother and avid runner. -
24 July 2019
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Baba Shiv, marketing professor at Stanford Graduate School of Business, was speaking last month about neural networks and how they shape emotions, motivation and ultimately your client’s financial plan at the annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam. -
28 May 2018
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‘A future to thrive in’ was the theme of the 2018 i3 Summit, hosted by Sanlam Investments and Glacier by Sanlam. More than 600 delegates attended the events and the agenda featured an exciting line-up of esteemed political figures and several investment specialists at the pinnacle of their careers, such as Minister Pravin Gordhan, former Greek Minister of Finance Yanis Varoufakis, political analyst Aubrey Matshiqi, fund manager Delphine Govender, blockchain advisory board member Monica Singer and AI specialist David Itzkovits. This was the fifth i3 Summit and it hosted experts in economics, politics and the investment industry - independent thinkers with a keen eye for future developments. Read on to find out what was covered at this year’s i3 Summit. -
6 July 2017
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The world is currently poised at a very interesting point and we’re facing significant challenges economically and politically. These challenges are not new, but we need to prepare our clients for a few rough years ahead. ‘Where do investors go for help? To the press? To friends and family? Or do they turn online for robo-advice? I think what they need more than ever is a financial planner and this creates an opportunity for all advisers.’ That was the view of Brian Foster, author, co-founder of Beyond RDR and financial planning consultant. Foster was part of a panel discussion on financial planning practice at this year’s i3 Summit hosted by Sanlam Investments and Glacier by Sanlam. -
28 June 2017
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With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear - as long as it embraces the priorities of RDR, which are to put the client first and take full responsibility for professional financial services and overall practice. Ferguson, CEO of Nucleus Financial Group and Scotland’s fintech envoy to the UK Treasury, was speaking at the annual i3 Summit presented by Sanlam Investments and Glacier by Sanlam last month.
