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Intermediaries / Brokers

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Do you understand your client portfolio?

Do you understand your client portfolio?

21 November 2017 | General

Financial planners and wealth managers have always suffered from an inability to evaluate their business book. That’s about to change.

Healthcare Broker fee increase

Healthcare Broker fee increase

16 November 2017 | General

The Council for Medical Schemes (CMS) issued a circular yesterday with regards to an increase in the broker fee as stated below.

A perfect way to achieve

A perfect way to achieve

15 November 2017 | General

Over the course of history, automated processes have changed industries and the way we consume products.

Customer convenience is insurance’s new normal

Customer convenience is insurance’s new normal

13 November 2017 | General

These days, convenience and added value rank high on clients’ decision-making agendas. For 68% of tech-savvy insurance consumers, value-added services rank as one of the top 10 moments of truth, according to the 2017 World Insurance Report. Consumers are increasingly looking for options to access additional value propositions made by their insurance firms.

quick poll
Question

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

Answer
Financial service providers are taking the lead in treating customers fairly

Financial service providers are taking the lead in treating customers fairly

01 November 2017 | General
Why you should consider capital protection for your clients

Why you should consider capital protection for your clients

31 October 2017 | General
To catch fish

To catch fish

24 October 2017 | General
Long live the broker

Long live the broker

16 October 2017 | General
Alexander Forbes announces new partnership model with Independent Financial Advisers (IFAs)

Alexander Forbes announces new partnership model with Independent Financial Advisers (IFAs)

10 October 2017 | General
The costs of treating non-fatal gunshot wounds - having the conversation

The costs of treating non-fatal gunshot wounds - having the conversation

03 October 2017 | General
A collective voice shouts the loudest

A collective voice shouts the loudest

02 October 2017 | General
Glacier by Sanlam gives you the power to get things done on your own terms

Glacier by Sanlam gives you the power to get things done on your own terms

28 September 2017 | General