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Investor behaviour highlights a need for financial advisers

12 April 2022

The COVID-19 pandemic shocked the world and left many scrounging for hand sanitiser and toilet paper as shopping aisles stood empty.

Big data is here to get us the best options for clients

30 March 2022

“Big Data” is transforming the way in which Financial Service Providers (FSPs) operate, and in recent years has been seen as the ideal way to start promoting real financial inclusion.

The broker’s commandment: know thy client’s risk!

22 March 2022

Non-life insurers that respond to new risks by simply adding exclusions or other restrictions to their policy wordings face the very real risk of becoming irrelevant. This frank assessment of the state-of-play in the post-pandemic insurance market was offered by Frans Prinsloo, Head of Lombard Mobillity, during a panel discussion at the recent Insure Talk 19 event. “A lot of insurers are becoming purely balance sheet providers, and not looking for new solutions for their customers,” he said. This trend will likely accelerate as insurers cotton on that what used to be one-in-200-year risk events are set to occur more frequently.

Addressing underwriting and claims issues

28 February 2022

COVID, claims and underwriting going into 2022…

quick poll

Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer

Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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The broker channel post-COVID

21 February 2022

Three tips to seal your next financial deal

03 February 2022

Regulatory requirements, simply too much

31 January 2022

Those who call themselves CFPs, but aren’t really!

20 January 2022

Distribution-led companies will dominate

18 January 2022

The future of financial planning and advice

12 January 2022

Retail Distribution Review lessons from the UK give SA financial advisers a distinct advantage

07 December 2021

Protecting your business against loss of a key person

03 December 2021

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Intermediaries / Brokers / General