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Advisers fill their skills toolbox as they approach a changing industry

01 July 2014

As the public moves to a position where it becomes more knowledgeable about the financial services industry and the products it sells, it is becoming clear that the rapport which the adviser builds with their client must be one based on trust and innovation.

Innovation: Leading the way or playing catch-up

30 June 2014

When viewing the South African insurance landscape from a macro perspective, one cannot help but wonder if there is still room for additional product innovation. Looking at the different role players in the insurance industry and the various differentiators that they claim to have, it almost seems as if everyone has more or less the same products and service offerings.

Retail Distribution Review (RDR) Adapt or Die

26 June 2014

The Retail Distribution Review (RDR) is expected to be one of the biggest shake-ups to hit the financial advice industry. While it is aimed at improving the quality of investment advice given to consumers, and improving consumers’ understanding of the advice, in reality it will likely squeeze unprepared financial advisors out of the market and potentially burden consumers with extra fees. Major finance and insurance companies will need to adapt their current business models to comply with the coming legislation.

Advisers delegate investment responsibility to multi-managers

24 June 2014

Financial advisers looking to delegate asset allocation and other investment decisions to fund managers often direct their client’s investments into balanced funds. They may, however, also be relinquishing the potential for stronger returns via vehicles like multi-manager funds that provide similar or greater levels of protection against risk.

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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