Archive for Dec 2016

Reflecting on 2016 as we look forward to 2017

It has been an excellent year for Carrick, not only because we won two International Adviser Best Practice awards – one for Excellence in Investment Planning and the other for Excellence in Business Transformation – but also because we have begun our expansion into Africa with the commitment to change the face of financial services…

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South African IFA firm to expand adviser training school

Source: International Adviser, Monira Matin Senior Reporter   By Monira Matin Cape Town-headquartered IFA firm Carrick Wealth is expanding its flagship Invictus programme, a training academy launched earlier this year aimed at the company’s would-be advisers. The firm, which recently opened a new office in Botswana, launched the academy in January with just 10…

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