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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.

How IFAs can navigate challenging times

17 May 2023

From running a profitable business while the country is on the edge of a recession to navigating a complex, ever-changing regulatory environment, financial service providers (FSPs), especially independent financial advisors (IFAs), can expect their fair share of challenges in the coming years.

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

18 April 2023

As a financial adviser, you live in a world where the most important part of your business is the relationship you hold with your client. To develop one that will stand the test of time, you must find a way to understand them and meet them where they’re at.

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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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

Hurdles that SA-based advice practices must clear, ASAP

15 November 2022

Advice imperatives and the lingering impact of Covid

02 November 2022

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Intermediaries / Brokers / General