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Rising to the pinnacle of financial advice

07 November 2012

A great deal has been written about the need for professionalism in the financial advice space. There are those who believe that the Financial Advisory and Intermediary Services (FAIS) Act with its accompanying Codes of Conduct – together with the oversig

The financial planning industry is edging closer to true professionalism

01 November 2012

Accountants, attorneys and doctors all have something in common. They are considered professionals while their respective fields are recognised as professions. Since the introduction of the Financial Advisory and Intermediary Services (FAIS) Act – and mor

Moonstone: FSB Circular 10 on REs

26 October 2012

There will no doubt be some very clever calculations done, based on the statistics contained in this circular. It never ceases to amaze me how some people can spend hours dissecting these figures for no apparent reason, other than to find something to gri

Moonstone: Perennial Problem Pops up Again

26 October 2012

It is that time of year again when you can expect a request from product providers to sign a Personal Services Company Affidavit. This request continues to irk advisors, yet there is nothing the product houses can do about it. I obtained the following exp

quick poll

Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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