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Commercial and Personal Non-Life Insurance Brokers in the UK

Commercial and Personal Non-Life Insurance Brokers in the UK

05 August 2015

Brokers battle for growth in a valuable but stagnant market.

Improved interaction will create better client relationships

Improved interaction will create better client relationships

05 August 2015

The interaction between the adviser and their client has, and will always, be the cornerstone of financial wellness and the foundation of trust between two parties. However, we have hit a cross road and need to take a step back and question whether the basis of the interactions we used to have with clients in the past will be relevant to the new-age client.

Fee for action

Fee for action

14 July 2015

After attending the recent 2015 Financial Planning Institute (FPI) conference, it is clear that the distinction between those who give good financial advice and those who give bad financial advice is widening. Both National Treasury and the FPI identified that there are people in the industry who are taking a chance when it comes to financial advice and that regulation will hopefully put a stop to this.

Complexities facing the financial services distribution landscape

Complexities facing the financial services distribution landscape

09 July 2015

The wave of legislative change hitting the short-term insurance sector could alter the local insurance landscape.

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

Time for advisors to get proactive – Imara

Time for advisors to get proactive – Imara

09 July 2015

Business of Financial Advice – A guide for financial advisers to building a service-based business

Business of Financial Advice – A guide for financial advisers to building a service-based business

07 July 2015

Walking an amazing journey

Walking an amazing journey

07 July 2015

Redefining the world of a successful financial planner

Redefining the world of a successful financial planner

29 June 2015

Camargue helps business & brokers navigate the provisions of POPI

Camargue helps business & brokers navigate the provisions of POPI

26 June 2015

Beneficiary funds – what planners should know

Beneficiary funds – what planners should know

26 June 2015

Regulatory hurdles to conquer in 2015Regulatory hurdles to conquer in 2015

Regulatory hurdles to conquer in 2015Regulatory hurdles to conquer in 2015

25 June 2015

Surfing the waves of change

Surfing the waves of change

22 June 2015

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