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Intermediaries / Brokers

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Look beyond the here and now

Look beyond the here and now

04 February 2019 | General
New World Advice - The rise of customer centricity and lifestyle financial planning

New World Advice - The rise of customer centricity and lifestyle financial planning

28 January 2019 | General

Financial advisers and intermediaries continue to face mounting pressure from regulators, industry disrupters and new-age consumers to define their value proposition better and prove that this proposition can be successfully delivered.

What does 2019 hold for SA financial advisers?

What does 2019 hold for SA financial advisers?

09 January 2019 | General

What made 2018 a tough year for South African financial advisers were the uncertainties around the evolving regulatory landscape, the weak national economy and the increasing impact of global politics.

Advisers voice their concerns

Advisers voice their concerns

05 December 2018 | General

The local insurance industry faces a lot of complexities and changes from many sources including regulation, the rapid pace of technology and the connected customer.

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
Dollar-based notice deposits provide convenience for financial advisers to manage their clients’ offshore cash investments

Dollar-based notice deposits provide convenience for financial advisers to manage their clients’ offshore cash investments

21 November 2018 | General
Time for brokers to leverage the benefits of the insurance ecosystem

Time for brokers to leverage the benefits of the insurance ecosystem

16 November 2018 | General
Spotting the opportunities for financial advisers in a turbulent economy

Spotting the opportunities for financial advisers in a turbulent economy

16 November 2018 | General
Where do you add value to clients

Where do you add value to clients

06 November 2018 | General
Putting the client first is a winning formula

Putting the client first is a winning formula

23 October 2018 | General
An emphasis on putting the customer first

An emphasis on putting the customer first

02 October 2018 | General
Challenging conventional thinking

Challenging conventional thinking

27 September 2018 | General
Reframe advice

Reframe advice

19 September 2018 | General