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Intermediaries / Brokers

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How will brokers survive? The key is diversity

How will brokers survive? The key is diversity

22 June 2017 | General

Insurance is a competitive industry, operating in challenging times; under this immense pressure, brokers need to keep and grow their list of clients. To do this, they should diversify their offering and expand into new areas.

Financial planning for millennials

Financial planning for millennials

14 June 2017 | General

Statistics from Deloitte’s latest annual Global Millennial Survey reveals that 71% of South African millennials (those who have reached young adulthood in the early 21st century) expect to be better off than their parents when it comes to their finances. Due to this generation having a different mind-set compared to other generations, they need a different type of lifestyle financial planning.

Concerns and expectations for 2017

Concerns and expectations for 2017

13 June 2017 | General

The wave of legislative change hitting the insurance sector could alter the local insurance landscape. While others see this in a positive light, others believe it is complex and will be costly, leading many to find greener pastures elsewhere.

The FSBs engaging approach to regulation

The FSBs engaging approach to regulation

30 May 2017 | General

If there has been one constant source of concern for intermediaries in the industry, it has been regulation. Intermediaries often have to guess what the regulator is doing and when they will implement the pieces of legislation that they consistently talk about.

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
Retail Distribution Review: a positive outcome for South African financial planners

Retail Distribution Review: a positive outcome for South African financial planners

30 May 2017 | General
What happens if your client goes insolvent?

What happens if your client goes insolvent?

22 May 2017 | General
Financial planning in tough economic times

Financial planning in tough economic times

26 April 2017 | General
Why brokers need to give suitable advice

Why brokers need to give suitable advice

10 April 2017 | General
Out with the old, in with the new

Out with the old, in with the new

06 April 2017 | General
Good news in tough times

Good news in tough times

28 March 2017 | General
Showing value over promising the world

Showing value over promising the world

27 March 2017 | General
Financial planning considerations when investing offshore

Financial planning considerations when investing offshore

24 March 2017 | General