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A red-hot insurance topic in 2023

17 October 2023

The need to create growth and new revenue streams is driving the implementation of embedded insurance solutions. However, there are a variety of risks and consumer-specific considerations.

The R50 million checkbox you do not want to tick

26 September 2023

If you sign up this writer as your financial advice client, then you can be sure of one thing: it will be a long, long time before you have to explain the consequence of ticking the “does your net worth exceed ZAR50 million” checkbox on an annual income tax return. You may, however, have to explain this AIT ‘thing’ that the South African Revenue Services (SARS) introduced, suddenly, from 24 April 2023.

Masthead MasterClass to teach FSPs how to invest in their business

11 September 2023

Financial service providers (FSPs) have the power to significantly elevate the worth of their businesses by adhering to the right processes and procedures. So said Andria Hibbert, Masthead’s Western Cape Regional Manager and Head of Corporate Accounts.

Plan for succession, or pay the price

24 August 2023

It is tempting to think about a financial, investment or tax advisory business as a business for life but the reality is that career change, economic factors, ill-health or regulatory interventions could see you a forced seller of your practice. Having a well-thought succession plan is thus non-negotiable for advice processionals, regardless of their area of specialisation.

quick poll

Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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Where does the intermediary fit in all of this?

23 August 2023

Why it’s important to get your clients products that will allow them to buy more cover easily in the future

22 August 2023

Amplify goes global | Rethink your gameplan

07 August 2023

Is your RMCP up to date?

31 July 2023

Helping FSPs Find Opportunities in a Changing World

31 July 2023

Ensuring TCF in complex, triumvirate advice relationships

26 July 2023

Exponential client growth will continue to accelerate, say wealth managers and financial advisors

20 July 2023

Advice industry caught between competing forces of fragmentation and consolidation as tech ramps up

04 July 2023

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Intermediaries / Brokers / General