Explore the Category

How does an Insurer, UMA or Broker stand out in a Crowded Marketplace?

18 January 2016 | General

Competition in the insurance industry is becoming increasingly more challenging and with the FSB reporting that as of 31 March 2013 there were 10 164 registered Category 1 Financial Service Providers – a figure that just keeps rising – it’s not hard to fathom why. Fast forward to 2014 and 514 further license submissions were added to this total.

Can you fully adhere to standards that create more questions than answers?

13 January 2016 | General

The hallmark of a good orchestra is that every member has to play off the same song sheet. A similar principle can be applied to an industry government wants to align with best practice principles; all of the industry’s major bodies need to have the same objectives and have similar controls in place to achieve these objectives.

Top tips for a compliant 2016

11 January 2016 | General

This is the ninth year that Richard shares pointers for a compliant year ahead and fittingly, he has provided 9 tips to assist brokers and financial planners in 2016.

CFP® professionals lead the pack in Sanlam’s top 100 professionals

10 December 2015 | General

Sanlam recently conducted research designed to evaluate the value of the CFP® designation among the company’s top performing CFP® professionals. The study had a qualitative and quantitative research component. The qualitative research included in depth interviews with the top performing CFP® professionals within the company who shared their views on the impact that the designation has had on their careers. The quantitative segment analysed data to ascertain productivity among CFP® professionals pre and post certification completion.

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