Intermediaries / Brokers

Six critical pillars financial advisers need to know when guiding their customers through early pension savings withdrawals

How an alien adviser might see SA’s adviser-book buying obsession

If an alien financial planner beamed in from one of the other inhabitable planets in our ever-expanding universe, it would likely want to know more about South Africa’s obsession with ‘buying’ distribution. You know the story, dear reader, which involves those large, institutional product provider chasing after the most successful independent financial adviser (IFA) practices and assimilating their books.

Masthead MasterClass addresses concerns of Eastern Cape advisors

Many advisors in the Eastern Cape are grappling with the repercussions of the economic climate, said Ferdi Coetzee, Masthead Regional Manager for the Eastern Cape. He was speaking to independent financial advisors (IFAs) at a recent Masthead MasterClass held in George, Gqeberha and East London.

How to deal with a data breach

It seems that hardly a week passes without yet another large data breach grabbing the headlines. The recent high-profile hack of the file transfer tool MOVEit, in which data at about 600 organisations was reportedly compromised affecting almost 400 million people globally, is a stark reminder of the pervasive threat businesses face.