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Intermediaries / Brokers

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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

Alexander Forbes Group Holdings Limited (JSE: AFH) is opening its corporate base to Independent Financial Advisers (IFAs) in South Africa, as part of the company’s vision to help clients achieve a lifetime of financial well-being and security.

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

How do you begin a difficult conversation with your client especially when it comes to matters of violence and other factors that generally scare us? The short answer is that you need to start the conversation, while being careful not to frighten your clients into doing nothing.

A collective voice shouts the loudest

A collective voice shouts the loudest

02 October 2017 | General

Over the past few years it is becoming increasingly apparent that the transformation issue is an issue that the financial services industry is definitely addressing.

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

Glacier recently launched its new Investment Hub, a streamlined, paperless way of doing business which will ultimately result in financial intermediaries having more time to service their clients.

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
Challenges can become opportunities

Challenges can become opportunities

19 September 2017 | General
Deliberately adding value

Deliberately adding value

05 September 2017 | General
A roadmap for the advisory process

A roadmap for the advisory process

04 September 2017 | General
Now is the adviser’s time to shine

Now is the adviser’s time to shine

22 August 2017 | General
The university of life

The university of life

22 August 2017 | General
Further professionalization

Further professionalization

08 August 2017 | General
Financial advisers have key role to play in raising national savings levels

Financial advisers have key role to play in raising national savings levels

03 August 2017 | General
Robo-advice could narrow the advice gap, but will it?

Robo-advice could narrow the advice gap, but will it?

19 July 2017 | General