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Lack of regulatory recognition

07 July 2022 | General

There is a lack of regulatory recognition between the financial services industry and the financial planning profession.

Uncertain times drives need for financial advisors’ expertise

06 July 2022 | General

Many South Africans’ financial positions have changed over the past two years. The unstable times mixed with volatile markets has shown a shift in investor behaviour and financial advisors are best positioned to assist in rebalancing portfolios.

Four trends to build resilience in your financial and wealth advice practice

29 June 2022 | General

The widespread adoption of digital technology during the two years of lockdown and pandemic has changed how consumers perceive value, and this demands that the financial and wealth planning community reassess its tried-and-tested strategies and value propositions. This is according to Mandy Murphy and Shannon Loots, Business Coaches at Old Mutual Wealth.

Broker Success: The magic is in the people And partnership

28 June 2022 | General

In a market challenged by the need to deliver more personalised products and services, faster, backed by advanced technologies to streamline transactions and engagements, partnerships between direct insurers and brokers can help both sides grow into a changing environment.

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

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