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Intermediaries / Brokers

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Where does the smaller broker fit in?

Where does the smaller broker fit in?

23 April 2018 | General

National Treasury recently published draft regulations regarding the collection of premiums by intermediaries.

The magic duo in financial planning : Man and machine

The magic duo in financial planning : Man and machine

12 April 2018 | General

Technology is changing the playing fields in business – and in the financial planning environment in particular, can allow intermediaries to enhance their business operations and their client engagement. On the other hand, the human element is similarly important – for insight, holistic thinking and a trusted relationship. Optimally combining the two, in a well-considered and complementary way, can mean greater efficiency, greater productivity and more satisfied clients. But the key is to get it right. This is according to Jacques Coetzer, General Manager of Sanlam Broker Distribution.

De-risking the premium collection process

De-risking the premium collection process

09 April 2018 | General

National Treasury recently published draft regulations regarding the collection of premiums by intermediaries.

Financial planning key to narrowing SA gender gap

Financial planning key to narrowing SA gender gap

26 March 2018 | General

According to the World Economic Forum’s 2017 Global Gender Gap Report, South Africa features among the top 20 of 144 countries in terms of gender equality. Worryingly, however, the country is ranked at just 89 for economic participation and opportunity, and a shocking 114 for wage equality for work performed in similar positions.

quick poll
Question

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

Answer
Improved economic outlook outweighs increase in tax

Improved economic outlook outweighs increase in tax

15 March 2018 | General
Sound governance and outsourcing compliance – key considerations in terms of Fit & Proper

Sound governance and outsourcing compliance – key considerations in terms of Fit & Proper

02 March 2018 | General
Soaring cyber crime - an opportunity for insurance brokers

Soaring cyber crime - an opportunity for insurance brokers

02 March 2018 | General
Mother nature versus the insurance industry

Mother nature versus the insurance industry

16 February 2018 | General
5 trends shaping the insurance industry in 2018

5 trends shaping the insurance industry in 2018

23 January 2018 | General
Are you properly fit?

Are you properly fit?

04 December 2017 | General
Looking for tailor made solutions

Looking for tailor made solutions

29 November 2017 | General
Financial advice is here to stay – for good reasons

Financial advice is here to stay – for good reasons

24 November 2017 | General