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Intermediaries / Brokers / General

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Navigating your advice practice through a mega-threat decade

Navigating your advice practice through a mega-threat decade

26 March 2024
Why outsourcing investment management adoption is growing

Why outsourcing investment management adoption is growing

20 March 2024
Six ways intermediaries can thrive in 2024’s financial landscape

Six ways intermediaries can thrive in 2024’s financial landscape

06 March 2024

Intermediaries today face the challenge to thrive amid a complex economic landscape and the reality of constant change, but therein lies the opportunity, says Heinrich Punt, General Manager of Intermediaries at Sanlam.

Brokers to lead a shift in focus from risk transfer to risk mitigation

Brokers to lead a shift in focus from risk transfer to risk mitigation

26 February 2024

Brokers advising businesses and individuals on their short-term insurance cover have a tough job navigating the ever-changing risk environment, and constraints – such as policy exclusions and cover limits – that go hand in hand with the shifting environment.

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Staying ahead of the curve: financial planning amidst possible VAT hikes

Staying ahead of the curve: financial planning amidst possible VAT hikes

20 February 2024
Opportunities amidst uncertainty

Opportunities amidst uncertainty

13 February 2024
How to succeed at succession

How to succeed at succession

12 February 2024
Changing advice models

Changing advice models

23 January 2024
Finding the ‘right’ fit

Finding the ‘right’ fit

11 December 2023
Advisers, this is the change you must rise to

Advisers, this is the change you must rise to

07 December 2023
Reflecting on 2023 – The ultimate success blueprint for financial advisers

Reflecting on 2023 – The ultimate success blueprint for financial advisers

04 December 2023
From confusion to clarity: Sound advice can bridge the gap to financial literacy

From confusion to clarity: Sound advice can bridge the gap to financial literacy

29 November 2023