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How digital tools can help financial advisers thrive

17 September 2018 | General

To future-proof their practices, all astute financial advisers need to have advisory processes and tools that are built around a strong digital capability. The speed of technological change, coupled with the imminent implementation of the Retail Distribution Review (RDR), have made digital essential to your success as an adviser.

Effective rewards programme essential to a future fit practice

27 August 2018 | General

Not all rewards programmes are equal.

What will SA advice businesses look like in a post-RDR world?

24 August 2018 | General

Today, South African financial advisers are facing greater change and uncertainty than ever before. Of the many disruptors that will impact on the financial advisory arena in the coming years, the greatest will likely be the implementation of new regulation in the form of Retail Distribution Review (RDR).

Are your customers genuinely satisfied?

20 August 2018 | General

According to the latest South African Consumer Satisfaction Index (SA-csi), South Africans are increasingly raising their voices when they are dissatisfied with a product or a service.

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