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Masthead recently welcomed PPS as its newest financial services partner and has thereby grown the range of products that Masthead’s independent financial advisor members can offer their clients.
Sanlam and Masthead Distribution Services are far advanced in terms of reaching a distribution agreement whereby Masthead will distribute Sanlam products to its member brokers.
There is a new in depth planning and advice tool available from Old Mutual SA, for those intermediaries who have contracts with the group.
What can retirement funds do to improve client-adviser engagement during members’ employment years?