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GCI
Cinnabar Investment Management
To have data consolidation, record of advice templates and paraplanner access to augment the co-planning client experience at this price is very much a dream come true! Well done to the whole Wealthbit Team for making this a reality for Financial Planners…https://t.co/SAEa5Cwzo6
As financial advisors technology isn't our core competency which has lead to many of us employing a fragmented technology stack that causes frustration and costs a fortune in time and money. Wealthbit has been a saving grace by combining many systems into…https://t.co/rJIJslGhwN
We are excited to share that Cinnabar Investment Management's fund range has gained approval on the Allan Gray Proprietary Limited platform.
This milestone has fuelled our AUM growth.
Our strategy emphasises 'portfolios flying in formation' for seamless…https://t.co/PYwt8ZybnJ
08h00 tomorrow...can't wait. Great to see registrations flooding in to see Geoff Blount, Brandon Zietsman CFA CAIA, Philip Bradford, CFA, Brendan de Jongh CFA CAIA, Hugh Napier and @GCIwealth https://t.co/mTs5ulgHd4
Agreed Marc van Zyl - when we're out our comfort zone we're probably growing but often only realise later that there was growth #growth https://t.co/CqBzBRYLLC
More millennials are turning 40 — and they're changing travel as we know it
A fascinating article worth taking note of on CNBC - living an intentionally full life should be amongst the top of our life's goals - relying on Wealth…https://t.co/KOW4PmsQlc https://t.co/E3qkHgWSTu