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Intermediaries / Brokers

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Why Buy-and-Sell Cover ensures sustainable succession planning

Why Buy-and-Sell Cover ensures sustainable succession planning

25 November 2021 | General

Managing a business always has inevitable challenges, risks and uncertainties that could impact its financial sustainability. Your business is your primary and greatest investment, physically, emotionally and financially as it funds and directs your and your family’s accustomed lifestyle.

The value of human advice in a digital world

The value of human advice in a digital world

24 November 2021 | General
How the pandemic has accelerated change in the insurance industry

How the pandemic has accelerated change in the insurance industry

08 November 2021 | General

It’s been 18 months now since the pandemic came into our homes, businesses and communities and introduced a new normal. Eighteen months of uncertainty, loss and adaptation.

How Segmenting Can Bring More Value to the Whole

How Segmenting Can Bring More Value to the Whole

29 October 2021 | General

An old Chinese proverb says, “if you chase two rabbits, both will escape”. It is a lesson that fits neatly within the raison d’etre of market segmentation. For almost any organisation, segmentation is a critical tool when planning how to efficiently allocate resources not only to maximise outcomes for the business, but to ensure clients are appropriately serviced.

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

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Forced retirement for financial advisors is a bad idea

Forced retirement for financial advisors is a bad idea

28 October 2021 | General
Brokers rise up! Your challenge, should you accept, is…

Brokers rise up! Your challenge, should you accept, is…

27 October 2021 | General
The Rise of the Virtual Financial Advisor: Delivering Personalised Advice in the Digital Age

The Rise of the Virtual Financial Advisor: Delivering Personalised Advice in the Digital Age

26 October 2021 | General
What the Phygital?! Quick wins from hybrid advice

What the Phygital?! Quick wins from hybrid advice

25 October 2021 | General
Toughest period for financial advice in many years

Toughest period for financial advice in many years

18 October 2021 | General
Insurance brokers: Between a rock and a hard place

Insurance brokers: Between a rock and a hard place

12 October 2021 | General
The human side of advice practice mergers & acquisitions

The human side of advice practice mergers & acquisitions

11 October 2021 | General
Brokers must access, apply digital technology to benefit themselves and their customers

Brokers must access, apply digital technology to benefit themselves and their customers

28 September 2021 | General