Explore the Category

The R50 million checkbox you do not want to tick

26 September 2023 | General

If you sign up this writer as your financial advice client, then you can be sure of one thing: it will be a long, long time before you have to explain the consequence of ticking the “does your net worth exceed ZAR50 million” checkbox on an annual income tax return. You may, however, have to explain this AIT ‘thing’ that the South African Revenue Services (SARS) introduced, suddenly, from 24 April 2023.

Masthead MasterClass to teach FSPs how to invest in their business

11 September 2023 | General

Financial service providers (FSPs) have the power to significantly elevate the worth of their businesses by adhering to the right processes and procedures. So said Andria Hibbert, Masthead’s Western Cape Regional Manager and Head of Corporate Accounts.

Plan for succession, or pay the price

24 August 2023 | General

It is tempting to think about a financial, investment or tax advisory business as a business for life but the reality is that career change, economic factors, ill-health or regulatory interventions could see you a forced seller of your practice. Having a well-thought succession plan is thus non-negotiable for advice processionals, regardless of their area of specialisation.

Where does the intermediary fit in all of this?

23 August 2023 | General

Being a generation of true digital natives, 63% of Gen Z would feel comfortable using a virtual assistant to manage their finances and insurance, according to a report by Target Group.

quick poll

Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer

Buy undervalued assets Follow company earnings Lean into AI winners Look beyond the US Use data, value and trends

View the Results

Why it’s important to get your clients products that will allow them to buy more cover easily in the future

22 August 2023 | General

Amplify goes global | Rethink your gameplan

07 August 2023 | General

Is your RMCP up to date?

31 July 2023 | General

Helping FSPs Find Opportunities in a Changing World

31 July 2023 | General

Ensuring TCF in complex, triumvirate advice relationships

26 July 2023 | General

Exponential client growth will continue to accelerate, say wealth managers and financial advisors

20 July 2023 | General

Advice industry caught between competing forces of fragmentation and consolidation as tech ramps up

04 July 2023 | General

Do financial advisors retire?