orangeblock

Intermediaries / Brokers

Explore the Category

A new breed of client in the future space of advice

A new breed of client in the future space of advice

28 September 2015 | General

Financial advice will be your best product ever in the future, and the best thing is that you can decide what this product looks like. This was the sentiment that opened the 2015 Financial Planning Institute’s (FPI) Retirement conference.

Embracing the world of exponential thinking

Embracing the world of exponential thinking

14 September 2015 | General

A lot has been said and written about the new world that we are living in and how this is influencing the financial services industry.

The rise of the robo adviser

The rise of the robo adviser

09 September 2015 | General

The whole basis of the Terminator movie franchise is that the world is heading towards a future which is being taken over by technology, and that the world is wholly unprepared for this reality.

Because advice matters

Because advice matters

08 September 2015 | General

FAnews recently attended the Old Mutual roadshow where a number of speakers addressed a packed audience on the value of advice and the importance of advisers.

quick poll
Question

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

Answer
Is SA further down the road in financial advice sector?

Is SA further down the road in financial advice sector?

27 August 2015 | General
How to avoid claims against your PI scheme

How to avoid claims against your PI scheme

24 August 2015 | General
Closing the intermediary gap with broker portals

Closing the intermediary gap with broker portals

20 August 2015 | General
New ways to achieve customer satisfaction

New ways to achieve customer satisfaction

19 August 2015 | General
Embracing change with open arms

Embracing change with open arms

13 August 2015 | General
Beneficiary funds – what planners should know

Beneficiary funds – what planners should know

12 August 2015 | General
Affinity and Partnership Marketing in UK Commercial Non-Life Insurance

Affinity and Partnership Marketing in UK Commercial Non-Life Insurance

11 August 2015 | General
Commercial and Personal Non-Life Insurance Brokers in the UK

Commercial and Personal Non-Life Insurance Brokers in the UK

05 August 2015 | General