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Glacier by Sanlam gives you the power to get things done on your own terms

28 September 2017

Glacier recently launched its new Investment Hub, a streamlined, paperless way of doing business which will ultimately result in financial intermediaries having more time to service their clients.

Challenges can become opportunities

19 September 2017

Since the beginning of the year, South Africa has been through a proverbial roller coaster when it comes to the economic environment that the country finds itself in.

Deliberately adding value

05 September 2017

Innovation is the deliberate change or manipulation of a product or service in response to changing dynamics within the industry or changing client demands.

A roadmap for the advisory process

04 September 2017

In the current low growth environment, financial advisers have a key role to play in terms of guiding their clients to make the right financial choices so that they can achieve their investment goals. From overcoming emotional bias to encouraging better savings behaviour, making sure the asset allocation within an investment portfolio is correct and choosing the right asset manager, the financial adviser’s role has shifted significantly from what it was ten years ago. These were just some of the issues discussed at the inaugural Discovery Investment Forum last month, where advisers heard from both Discovery Invest as well as external Discovery partners.

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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