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Succession lessons from financial practice experts

05 September 2024

The cost and complexity of compliance and managing both client and ownership succession are among the significant challenges facing South African financial, risk and wealth advice practices, according to a trio of experts assembled for an informal panel debate recently.

The ongoing digital transformation of insurance broking

04 September 2024

Artificial intelligence (AI) and big data are driving a shift from traditional broking methods towards dynamic, data-driven strategies aimed at enhancing customer experiences and anticipating their future needs. This transformation was the focus of a recent seminar hosted by the Insurance Institute of Gauteng (IIG), where a trio of non-life insurance experts gathered to present on the evolving landscape of insurance broking in the digital age.

Mindset ‘shift’ key to unlocking value in financial advice practices

29 August 2024

A mindset transition from ‘practice manager’ to ‘business manager’ could be just the ticket for financial, risk and wealth advisers seeking to extract full value from their financial advising endeavours. This fresh perspective emerged during a succession-focused presentation by Kevin Hinton, founder of The Collaborative Exchange, who confesses to being passionate about the financial services industry, and especially the role performed by financial and wealth advisers.

GrowthHouse unveils GrowthX, a game-changing tool for financial advisers

22 August 2024

GrowthHouse, a leading independent financial planning services provider, has launched GrowthX.

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Top facts about financial advice evolution

22 August 2024

The value of adviser relationships has never been higher

20 August 2024

SA well-positioned for financial advice excellence

19 August 2024

Brokers and advisers are crucial for industry sustainability

07 August 2024

AI is great; but collaboration and innovation still rule risk advice

05 August 2024

Practical succession planning advice for entrepreneurial families

22 July 2024

Financial advice trumps two-pots, every time

01 July 2024

What makes an advisory firm truly exceptional?

19 June 2024

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Intermediaries / Brokers / General