Intermediaries / Brokers

Intermediaries should gain the upper hand

Considering the regulatory wave, will intermediaries find it easy to thrive in the uncertainty of technology and Artificial intelligence (AI) and adapt to a new way of doing business? It is after all, a world of complete opposites - man versus machine.

Financial advisers can use social media

How brokers can use social media to open the door to new markets

For the past few years, social media has been changing the way we all communicate and do business. The insurance industry is no exception.

What to consider when building a model portfolio

Financial planners with a FAIS (Financial Advisory and Intermediary Services) Category 1 licence have a duty to recommend suitable investment options to each investor on their books. However, with more than 1500 South African unit trust funds registered with the Financial Sector Conduct Authority (FSCA), identifying which funds are viable is a time consuming task, and cuts into valuable client servicing time. So how can financial planners build a unique portfolio based on the investor’s needs without jeopardizing their client relationship?