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Categories: direct finance solutions

  • Lessons from around the globe: best practices in financial advisory

    Lessons from around the globe: best practices in financial advisory

    JOHANNESBURG, May 19, 2015
    The second annual Discovery Financial Planning Summit held on Tuesday in Sandton, which brought over 1,000 financial advisers together, was aimed at providing insight into global best practices to help ensure the delivery of quality advice in a changing regulatory environment. Joining other local and international thought leaders in the financial services industr