Intermediaries / Brokers

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

As a financial adviser, you live in a world where the most important part of your business is the relationship you hold with your client. To develop one that will stand the test of time, you must find a way to understand them and meet them where they’re at.

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

What financial advisers need to know about the CoFI Bill

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

As the financial world becomes increasingly competitive, intermediaries are constantly seeking new ways to expand their client base and secure future revenue.