Intermediaries / Brokers / General

Broker evolution in a changing risk landscape

Intermediaries navigating South Africa’s complex insurance and investment landscape play a crucial role in strengthening the financial services sector. “We often find that our intermediary members lose sight of the significant value they bring to this industry on a daily basis; the expertise and the guidance your offer from an ongoing professional development perspective is absolutely critical,” said Lizelle van der Merwe, CEO of the Financial Intermediaries association of Southern Africa (FIA).

How the ‘budget that never was’ affects your clients’ future

The ‘budget that never was’ sent corporate event managers and public relations staff into a bit of a tailspin, requiring them to make last minute tweaks to post-budget content and event plans that had been ‘locked in’ months in advance. It made life difficult for journalists too, forcing us to find other news and views to share with our voracious readerships.

Understanding financial advisors’ responsibilities amid product changes

Planning for prosperity

Succession planning is not just a prudent exercise; it's a critical strategy for ensuring the long-term sustainability and growth of insurance advisory firms.