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Your client remains your first priority

17 October 2016 | General

The world is dealing with a set of socio political and economic factors. This at times causes tension and at times proves to be the breeding ground of terrorist attacks which affect not only the people in the country where the attack occurs, but the global population as a whole.

What to consider when transferring a book of business

11 October 2016 | General

There are many reasons why a broker may consider transferring a book of business: an insurer may not be able to continue to financially support the book; the insurer may not be providing the level of support required by the clients or the underwriting manager may decide to change underwriters. Whatever the reason, it is advisable that the broker bears in mind that it must ultimately be to the benefit of the client at the end of the day.

Liberty pleased with implementation of effective annual cost measure

10 October 2016 | General

Liberty has successfully implemented the Effective Annual Cost (EAC) measure – a useful tool for customers and financial advisers to compare charges on investment products.

Advising a woman: why a man’s plan won’t fit

10 October 2016 | General

According to the CFA institute, the global income of women will grow from $13 trillion to $18 trillion over the next five years. That’s more than the GDP growth of China and India combined over the same period. Yet research shows most women do not have a financial adviser.

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

Buy undervalued assets Follow company earnings Lean into AI winners Look beyond the US Use data, value and trends

View the Results

Can brokers use robo-advice to their advantage?

04 October 2016 | General

Are your clients’ income properly protected?

14 September 2016 | General

Searching for growth opportunities

12 September 2016 | General

How to ensure broker practice viability in a post-RDR world

01 September 2016 | General

South Africa’s financial advisers: improving efficiency- but how, exactly?

24 August 2016 | General

Redefining the world that we live in

16 August 2016 | General

Are your clients properly protected?

10 August 2016 | General

Surviving the stress test to know your business

21 July 2016 | General

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Intermediaries / Brokers