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Do financial advisors retire?

04 July 2023

Financial advisors help their clients to prepare financially for retirement and then assist them to transition from income earner to income recipient. But when advisors reach that life stage themselves, many tend to postpone their retirement.

Helping South Africans ride out the interest rate rollercoaster

28 June 2023

Since November 2021, interest rates have increased by 4.75% to the highest level in 14 years. The financial strain on South Africans is immense, and we could potentially face the prospect of yet another repo rate increase in July.

The who, what and when of financial advice fees

28 June 2023

Financial and investment advisers who want to maximise their revenues must have a deep understanding of their clients’ needs and may have to consider hybrid advice fee models. This was one of the messages that emerged during a recent Morningstar Investment Management ‘Costing and Fees’ webinar; a discussion that was expertly steered by Morningstar SA, Director: Portfolio Specialist, Debra Slabber. “Your clients are becoming more specific about their needs, what they are willing to pay for and how want to pay you,” she said, before conceding that ‘how to best bill clients’ was a controversial topic.

Adviser Technology: Unearthing the 'must-haves' - Selecting and integrating appropriate technology for your business

22 June 2023

With rapid evolution in all spheres of life, technology has sought to keep pace, adapting to trends and shifting consumer attitudes and requirements.

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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How IFAs can navigate challenging times

17 May 2023

Stand in synergy with what your clients hope to achieve in future

18 April 2023

Advice for advisors - First-of-its-kind advisory firm launched in SA to support the financial services sector

03 April 2023

What financial advisers need to know about the CoFI Bill

31 March 2023

South Africa's Untapped Graduate Market: A Goldmine for Intermediaries

23 March 2023

Three rules to stop the behaviour tax bleed

21 February 2023

Getting the best from your advice practice for 2023

31 January 2023

Do you have R1.5m plus for cybersecurity compliance?

19 January 2023

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