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Intermediaries / Brokers

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Professional negligence…  caution for advisers

Professional negligence… caution for advisers

18 February 2020 | General

It is a settled principle of law in South Africa that, a person who undertakes to provide professional services to a client, impliedly undertakes that, in the execution of their mandate, they will exercise reasonable care and diligence. Should they negligently fail to exercise the required degree of care and diligence, Siyabonga Mathe, Associate Designate at Norton Rose Fulbright South Africa said the client is entitled to damages for breach of contract.

2020 set to bring its own set of challenges and opportunities

2020 set to bring its own set of challenges and opportunities

10 February 2020 | General

The year 2020 marks the start of a new decade, bringing with it its own set of challenges and opportunities. With this, FAnews spoke to a few industry experts to share their views on what 2020 and the new decade will bring to the short and long term industry.

GCI provides solution for emigrating financial advisors

GCI provides solution for emigrating financial advisors

06 February 2020 | General

A growing number of Independent Financial Advisors (IFAs) and brokers are considering emigration as the South African economy continues to splutter. For these professionals, the challenge is how to realise the true value of their existing businesses in order to help set themselves up in their new domicile, says Joshua Marran, Integration Specialist at GCI Wealth.

5 ways Santam helps intermediaries get CPD savvy

5 ways Santam helps intermediaries get CPD savvy

31 January 2020 | General

Recently, the Financial Services Conduct Authority (FSCA) released amendments to Continuing Professional Development (CPD) hours.

quick poll
Question

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

Answer
What customers want… are we getting this right?

What customers want… are we getting this right?

29 January 2020 | General
Broker Portal, Coface’s new digital interface for its brokers

Broker Portal, Coface’s new digital interface for its brokers

07 January 2020 | General
Understanding the psychology behind retirement

Understanding the psychology behind retirement

09 December 2019 | General
How your client’s longer life impacts portfolio construction

How your client’s longer life impacts portfolio construction

28 October 2019 | General
Connecting with a new generation of investors

Connecting with a new generation of investors

17 October 2019 | General
An intensive visit could await you… be prepared

An intensive visit could await you… be prepared

03 October 2019 | General
Times they are changing… but we don’t want to

Times they are changing… but we don’t want to

25 September 2019 | General
 It’s all about the money

It’s all about the money

23 September 2019 | General