Intermediaries / Brokers / General

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

Protecting your business against loss of a key person

A business is the sum of all its people, not only the owner. Should a key person – someone whose services and knowledge are instrumental to the running of the business, such as a co-owner or employee, die, become disabled or fall critically ill – the business could suffer not only a personal loss but a loss of income. It is therefore important for the business owner to consider this when implementing a business protection strategy.

Discovery Invest, Goldman Sachs Asset Management host series designed to create and build successful financial adviser practices

5 must-have soft skills for intermediaries in 2022