Explore the Category

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.

Where does the intermediary fit in all of this?

23 August 2023

Being a generation of true digital natives, 63% of Gen Z would feel comfortable using a virtual assistant to manage their finances and insurance, according to a report by Target Group.

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

22 August 2023

Your clients’ needs change over time – there’s no doubt about that. This is why it’s imperative to get cover that precisely matches their needs when they get their policy and can change with them as those needs change.

quick poll

Question

Would you willingly give up your medical scheme membership under a fully implemented NHI?

Answer

No, never Not with state delivery The NHI is too unclear Yes, absolutely Willingly. What?

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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

Do financial advisors retire?