Intermediaries / Brokers / General

Put client wellbeing first

Financial advisers or short term insurance brokers who are thinking about selling their practices or brokerages should consider the potential impact of their decision on a wide range of stakeholders. Kobus Kleyn CFP® advocates negotiating these often-complex transactions in good faith and armed with enough knowledge to make the right choice. He told attendees at day three of the 2020 Financial Planning Summit, to “make decisions based on what is best for their clients, employees, families and the broader financial planning profession”. The virtual event, organised by The Collaborative Exchange.

Increasing need for cross-border estate planning as more SA investors look offshore

Humanity counts… Top lessons for advisers and brokers through pandemic

The future of financial planning and human advice hinges on your mastery of human relationships, partnerships, purpose and trust. These truths emerged during a panel debate held on the first day of the 2020 Financial Planning Summit 2020. The event is an annual initiative offered by The Collaborative Exchange.

Seven features of a winning brokerage