Intermediaries / Brokers

Advice imperatives and the lingering impact of Covid

The financial ‘hangover’ linked to the Covid 19 pandemic is far from over and without intermediary intervention, people who have been hard hit by the economic fallout thereof, may be at risk.

Have you forgotten about your client?

The compliance and operational challenges facing 21st Century financial and risk advice practices often shifts focus away from the critical dual roles of offering impartial, quality financial advice and implementing needs-appropriate financial solutions to clients. No surprise then, that the Financial Intermediaries Association of Southern Africa (FIA) 2022 Advice Summit singled out client centricity as among the dominant themes affecting intermediaries and product providers today. Being able to meet evolving client needs enjoyed as much exposure as ‘big picture’ issues like climate change, cyber risk, digitalisation and sustainable underwriting.

An adviser worth their salt: Understanding the impact of the outside

Expect more demanding consumers

The changing nature of the customer of today, will present challenges for the life insurance industry.