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Your PI cover may not be enough

17 October 2022 | General

South Africa’s risk and financial advisers must pay close attention to the terms and conditions contained in their professional indemnity (PI) insurance covers and realise that these policies are unlikely to perform for all possible scenarios. Steve von Roretz, Director at Leppard Underwriting, kicked off his presentation to the Financial Intermediaries of Southern Africa (FIA) 2022 Advice Summit by observing that intermediaries were increasingly blamed for everything that went wrong in the insurance value chain. Hence the title of his talk: ‘Financial services providers (FSPs) at risk’.

Planning for the future as a professional

13 October 2022 | General

Intermediaries spend many hours investing in their professional clients, from graduation to retirement. The goal? To set clients up for longstanding financial confidence and prosperity.

Concerns going into the future, as an intermediary

11 October 2022 | General

Ryan McCaughey, CFP® and FPI 2021 Financial Planner of The Year said the past two and a half years have been a challenging for us all, and “for many of us, it has placed significant stress on our practices”.

Wealthbit: Helping Financial advisors scale their revenue and their businesses

10 October 2022 | General

Wealthbit hosted their first Scale-Up Event where they hosted some of the most influential financial advisors in the industry to share their experiences in how using technology to combine an advisor’s sales and advice process will help them grow their business, revenue, and client experience.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Intermediaries… perfectly positioned to become risk advisers

19 September 2022 | General

Seven things to implement in your advice practice, today

07 September 2022 | General

The great adviser-to-client disconnect

05 September 2022 | General

Do you want to grow your short-term insurance brokerage?

16 August 2022 | General

Expert insights aimed at helping intermediaries

26 July 2022 | General

How ESG impacts financial advice practices

19 July 2022 | General

Service delivery… good or bad?

18 July 2022 | General

How intermediaries can protect vulnerable clients

14 July 2022 | General

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Intermediaries / Brokers