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The risks of risk profiling

28 July 2014

How effective are current risk profiling techniques? Do they achieve their aim (to determine a suitable investment strategy) or are they being undertaken simply to tick the boxes in terms of compliance? Patrick Barker, Private Client Portfolio Manager at Cannon Asset Managers, explores these issues and looks at alternatives.

Stories become key in unlocking the success of intermediaries

15 July 2014

What are you doing to differentiate yourself from the industry clutter? Intermediaries have always had a role to play in the long standing insurance industry in South Africa.

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.

quick poll

Question

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

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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