Explore the Category

Addressing underwriting and claims issues

Addressing underwriting and claims issues

28 February 2022 | General

COVID, claims and underwriting going into 2022…

The broker channel post-COVID

The broker channel post-COVID

21 February 2022 | General

What will the broker channel look like in the post-COVID world and what role will technology play?

Three tips to seal your next financial deal

Three tips to seal your next financial deal

03 February 2022 | General

Are you tried of bending over backwards to get your clients or potential customers to do what is clearly in their best interests to do? You are not alone. The good news is that Jane and Joe Average are slaves to a whole host of behavioural biases that guide their decision making; and these biases are yours to manipulate, respectfully. In a provocative presentation to the 2022 Discovery Retirement Summit, Prof. Katie Milkman of the Wharton School at the University of Pennsylvania, told the audience of financial advisers that a deeper understanding of behavioural sciences could significantly improve clients’ decision making retirement outcomes.

Regulatory requirements, simply too much

Regulatory requirements, simply too much

31 January 2022 | General

Where are the opportunities for growth in 2022, and what challenges will present themselves this year?

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

Those who call themselves CFPs, but aren’t really!

Those who call themselves CFPs, but aren’t really!

20 January 2022 | General

Distribution-led companies will dominate

Distribution-led companies will dominate

18 January 2022 | General

The future of financial planning and advice

The future of financial planning and advice

12 January 2022 | General

Retail Distribution Review lessons from the UK give SA financial advisers a distinct advantage

Retail Distribution Review lessons from the UK give SA financial advisers a distinct advantage

07 December 2021 | General

Protecting your business against loss of a key person

Protecting your business against loss of a key person

03 December 2021 | General

Discovery Invest, Goldman Sachs Asset Management host series designed to create and build successful financial adviser practices

Discovery Invest, Goldman Sachs Asset Management host series designed to create and build successful financial adviser practices

01 December 2021 | General

5 must-have soft skills for intermediaries in 2022

5 must-have soft skills for intermediaries in 2022

30 November 2021 | General

Brokers… Post this at your peril

Brokers… Post this at your peril

29 November 2021 | General

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FAnews June 2026

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