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GCI launches succession plan for independent brokers

04 March 2016 | General

Independent insurance brokers, particularly in the short-term insurance space, find it hard to capitalise the value of their companies in order to fund retirement. This lack of proper succession planning disadvantages the broker as well as his or her clients, says Alex Cook, CEO of GCI Wealth.

The dawn of part-human-part-machine financial advice

19 February 2016 | General

Advice is taking on a new shape. As in many countries, disruptive technologies and developing legislation are challenging traditional advice models and the industry as a whole. In the near future, the traditional financial advisor in a face-to-face setting will be complemented by a diversification of services and many more digital solutions. It might be seen as a threat to existing business, however, this is not at all doom and gloom.

Financial planning TO DO list for February

17 February 2016 | General

February is an important month for us from a financial planning perspective because it is the last month of the tax year and it represents the last opportunity for us to do certain things from a financial planning perspective for the current tax year.

Keep calm and advise on

17 February 2016 | General

There is a very famous proverb which says that the only two things guaranteed in life are death and taxes. These are good words to live by if we exist in an economic climate that is relatively stable or one that is outperforming previous benchmarks.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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