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Financial adviser numbers increase as life offices recruit

30 January 2012

The number of registered financial advisers active in the South African life insurance industry increased over the past year as life assurers and corporate advisory firms stepped up their recruitment efforts, introducing approximately 3 800 new intermedia

22 Weeks to your regulatory examination deadline

24 January 2012

There are only 22 weeks and a couple of days before the deadline for completion of the RE1 (key individual for category I, II, IIA, III and IV) and RE5 (representatives of categories I, II, IIA, III and IV excluding representatives for subcategories 1.1 a

Moonstone: Super Ombud on the cards again

24 January 2012

Two articles in Saturday’s Personal Finance make it clear that the current system of handling complaints is not cast in stone. The gist of the articles is summarised as follows on the Personal Finance website:

Moonstone: CPD – How will this impact on you?

20 January 2012

Your perception of whether the glass is half full or half empty will be sorely tested, not just over the next few months, but quite possibly for as long as you are in the industry. For many, passing the level 1 Regulatory Examinations (REs) is the main

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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