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

21 November 2018 | General

In this turbulent world, financial services providers are seeing increased demand for an international offering from clients who see themselves as “global citizens”. Globalisation could also result in increasing offshore obligations – international education or mortgage repayments on an offshore property are two typical examples. A clear driver of these is the imperative among investors to have a globally diversified investment portfolio.

Time for brokers to leverage the benefits of the insurance ecosystem

16 November 2018 | General

Smart brokers can have their cake and eat it if they adopt the ecosystem model that is set to redefine insurance

Spotting the opportunities for financial advisers in a turbulent economy

16 November 2018 | General

Etienne Gouws, CEO of Momentum Intermediary Solutions, says that South African customers continue to feel the pinch due to the rising cost of living, but this does not mean that there aren’t opportunities for Independent Financial Advisers (IFAs) to grow their businesses and flourish in a turbulent economy.

Where do you add value to clients

06 November 2018 | General

There will always be a place for the adviser in the financial services industry as technology will create more external noise than it will offer transparent options to investors.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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