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Advice gems from a product provider perspective

28 September 2021

Open communication with clients, an ability to offer 24/7 advice and the smart combination of advice specialities, also called adviser teaming, stand out as critical factors to give financial advice practices an edge during times of crisis. These conclusions emerged during a panel discussion held on day two of the 2021 Financial Planning Summit, moderated by Kevin Hinton of The Collaborative Exchange. Hinton guided four advice and product provider stalwarts in a debate about the value of good financial advice in the pandemic context.

How different life stages and relationships affect your financial planning

30 August 2021

August is a special month. Of course, we take extra time this month to celebrate being women, but it’s the August whirlwinds that fascinate me.

Retrenched? Where to from here?

20 August 2021

This Women’s Month, we are forced to acknowledge the blow that Covid-19 and the associated lockdown has had on the financial standing of women. According to Marguerite Marais, CFP and Technical Legal Adviser: PSG Wealth, when it comes to retrenchment, in particular, women have been hit hard.