Explore the Category

Helping South Africans ride out the interest rate rollercoaster

28 June 2023 | General

Since November 2021, interest rates have increased by 4.75% to the highest level in 14 years. The financial strain on South Africans is immense, and we could potentially face the prospect of yet another repo rate increase in July.

The who, what and when of financial advice fees

28 June 2023 | General

Financial and investment advisers who want to maximise their revenues must have a deep understanding of their clients’ needs and may have to consider hybrid advice fee models. This was one of the messages that emerged during a recent Morningstar Investment Management ‘Costing and Fees’ webinar; a discussion that was expertly steered by Morningstar SA, Director: Portfolio Specialist, Debra Slabber. “Your clients are becoming more specific about their needs, what they are willing to pay for and how want to pay you,” she said, before conceding that ‘how to best bill clients’ was a controversial topic.

Adviser Technology: Unearthing the 'must-haves' - Selecting and integrating appropriate technology for your business

22 June 2023 | General

With rapid evolution in all spheres of life, technology has sought to keep pace, adapting to trends and shifting consumer attitudes and requirements.

How IFAs can navigate challenging times

17 May 2023 | General

From running a profitable business while the country is on the edge of a recession to navigating a complex, ever-changing regulatory environment, financial service providers (FSPs), especially independent financial advisors (IFAs), can expect their fair share of challenges in the coming years.

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

Stand in synergy with what your clients hope to achieve in future

18 April 2023 | General

Advice for advisors - First-of-its-kind advisory firm launched in SA to support the financial services sector

03 April 2023 | General

What financial advisers need to know about the CoFI Bill

31 March 2023 | General

South Africa's Untapped Graduate Market: A Goldmine for Intermediaries

23 March 2023 | General

Three rules to stop the behaviour tax bleed

21 February 2023 | General

Getting the best from your advice practice for 2023

31 January 2023 | General

Do you have R1.5m plus for cybersecurity compliance?

19 January 2023 | General

Hurdles that SA-based advice practices must clear, ASAP

15 November 2022 | General

« ‹ 11 12 13

15 16 17 › »

Intermediaries / Brokers