Intermediaries / Brokers

Circular 22 of 2021: Revised exemption conditions to Circular 56 of 2020

How coaching helps financial planners build differentiated practices

As the country prepares to navigate the economic impact of a potential third COVID-19 wave of infections, small businesses — including financial advisory practices — are under increasing pressure.

Insurers need to offer customers more

The Insurance Institute of Gauteng (IIG) recently hosted an IIG webinar, on the industry outlook for 2021, giving insights into both the local and global landscapes.

What can product providers do to add value to your advice practice?

I get invited to hundreds of financial services provider (FSP) conferences and webinars each year, ranging from the benign annual results presentation; to the forward-looking quarterly outlook statements; to the solemn update on business interruption or other sector-specific crisis; to suggestions on how to optimise a financial or risk advice practice. The common thread running through these interactions is the provider’s desire to add value to stakeholders, often times the intermediaries, financial advisers or insurance brokers who represent their products to the consuming public. This morning, as I reflected on Old Mutual Investment Group’s Q1 2021 Media Briefing I started thinking about what advice professionals really need from these interactions.