Explore the Category

Financial advice is here to stay – for good reasons

Financial advice is here to stay – for good reasons

24 November 2017

Today we operate in an environment characterised by widespread trends and commensurate changes. The sustainability of both yesteryear’s practises and these emerging trends need to be investigated and scrutinised to forge the way forward. When tying this concept to finance, the impact on the industry is one of the most apparent and topical, particularly questioning the merits of having a financial adviser.

Do you understand your client portfolio?

Do you understand your client portfolio?

21 November 2017

Financial planners and wealth managers have always suffered from an inability to evaluate their business book. That’s about to change.

Healthcare Broker fee increase

Healthcare Broker fee increase

16 November 2017

The Council for Medical Schemes (CMS) issued a circular yesterday with regards to an increase in the broker fee as stated below.

A perfect way to achieve

A perfect way to achieve

15 November 2017

Over the course of history, automated processes have changed industries and the way we consume products.

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

View the Results

Customer convenience is insurance’s new normal

Customer convenience is insurance’s new normal

13 November 2017

Financial service providers are taking the lead in treating customers fairly

Financial service providers are taking the lead in treating customers fairly

01 November 2017

Why you should consider capital protection for your clients

Why you should consider capital protection for your clients

31 October 2017

To catch fish

To catch fish

24 October 2017

Long live the broker

Long live the broker

16 October 2017

Alexander Forbes announces new partnership model with Independent Financial Advisers (IFAs)

Alexander Forbes announces new partnership model with Independent Financial Advisers (IFAs)

10 October 2017

The costs of treating non-fatal gunshot wounds - having the conversation

The costs of treating non-fatal gunshot wounds - having the conversation

03 October 2017

A collective voice shouts the loudest

A collective voice shouts the loudest

02 October 2017

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FAnews June 2026

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