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Advisers voice their concerns

05 December 2018

The local insurance industry faces a lot of complexities and changes from many sources including regulation, the rapid pace of technology and the connected customer.

Dollar-based notice deposits provide convenience for financial advisers to manage their clients’ offshore cash investments

21 November 2018

In this turbulent world, financial services providers are seeing increased demand for an international offering from clients who see themselves as “global citizens”. Globalisation could also result in increasing offshore obligations – international education or mortgage repayments on an offshore property are two typical examples. A clear driver of these is the imperative among investors to have a globally diversified investment portfolio.

Time for brokers to leverage the benefits of the insurance ecosystem

16 November 2018

Smart brokers can have their cake and eat it if they adopt the ecosystem model that is set to redefine insurance

Spotting the opportunities for financial advisers in a turbulent economy

16 November 2018

Etienne Gouws, CEO of Momentum Intermediary Solutions, says that South African customers continue to feel the pinch due to the rising cost of living, but this does not mean that there aren’t opportunities for Independent Financial Advisers (IFAs) to grow their businesses and flourish in a turbulent economy.

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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