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Intermediaries / Brokers

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A better way for independent advisors to realise the full value of their businesses

A better way for independent advisors to realise the full value of their businesses

10 March 2020 | General

Independent financial advisors fail to reap the full benefits of their lifetime achievement by mistiming their exits from their businesses, says Alex Cook, CEO of GCI Wealth. GCI has put together an exit strategy for these professionals that will create an annuity income that better reflects the value of their businesses in terms of income generation.

Financial advisers can have a major impact

Financial advisers can have a major impact

04 March 2020 | General

George Kolbe, Head of Marketing for Life Insurance at Momentum states that “The world is changing at a rapid rate and one of the main drivers behind this change is technology.”

Financial planning is a must-have

Financial planning is a must-have

25 February 2020 | General

South Africans are indebted as they consistently depend on credit cards to pay for day-to-day expenses. This year’s State of the Nation Address (SONA) speech delivered by President Cyril Ramaphosa made mention of starting a sovereign wealth fund to “preserve and grow the national endowment of the nation”. The question most have is: How can people save while drowning in debt?

Wealth Management: From Floppy disks to Robo advisor

Wealth Management: From Floppy disks to Robo advisor

18 February 2020 | General

The past decade will leave its mark as one of the most transformative times for mankind. It’s no surprise, we have witnessed a decade where self-driving cars have become a present-day reality, a drastic shift from using the 3 ½ inch floppy disks. This growth in technology has enabled and propelled the world into an era of exponential growth in technology.

quick poll
Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer
Professional negligence…  caution for advisers

Professional negligence… caution for advisers

18 February 2020 | General
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
GCI provides solution for emigrating financial advisors

GCI provides solution for emigrating financial advisors

06 February 2020 | General
5 ways Santam helps intermediaries get CPD savvy

5 ways Santam helps intermediaries get CPD savvy

31 January 2020 | General
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