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IFA expertise crucial for those going offshore – db x-trackers

IFA expertise crucial for those going offshore – db x-trackers

08 October 2015

There is not one simple answer to all the questions surrounding offshore investment, which makes input from independent financial advisers crucial to the development of a sound diversification strategy for retail investors.

IRESS delivers unified trading to Namibian stock brokers

IRESS delivers unified trading to Namibian stock brokers

07 October 2015

IRESS, a leading supplier of innovative technology for financial markets, wealth management and the mortgage industry today announces it has successfully migrated all Namibian equity stock brokers to IRESS trading solutions for all of their trading activities.

Developing a sustainable financial planning offering

Developing a sustainable financial planning offering

05 October 2015

Gone are the days when it was alright to sell the consumer an off-the-shelf financial product. These days consumers are increasingly looking for more transparency. They want to understand why the product is relevant to them, and how it will help them achieve their long-term goals.

A new breed of client in the future space of advice

A new breed of client in the future space of advice

28 September 2015

Financial advice will be your best product ever in the future, and the best thing is that you can decide what this product looks like. This was the sentiment that opened the 2015 Financial Planning Institute’s (FPI) Retirement conference.

quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
Embracing the world of exponential thinking

Embracing the world of exponential thinking

14 September 2015
The rise of the robo adviser

The rise of the robo adviser

09 September 2015
Because advice matters

Because advice matters

08 September 2015
Is SA further down the road in financial advice sector?

Is SA further down the road in financial advice sector?

27 August 2015
How to avoid claims against your PI scheme

How to avoid claims against your PI scheme

24 August 2015
Closing the intermediary gap with broker portals

Closing the intermediary gap with broker portals

20 August 2015
New ways to achieve customer satisfaction

New ways to achieve customer satisfaction

19 August 2015
Embracing change with open arms

Embracing change with open arms

13 August 2015