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Intermediaries / Brokers

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What constitutes adequate professional development?

What constitutes adequate professional development?

21 October 2015 | General

The Financial Planning Institute of Southern Africa (FPI), together with the South African Qualifications Authority (SAQA), recently released the findings from the research conducted to review the different approaches to Continuing Professional Development (CPD) practices across professional bodies.

IFA expertise crucial for those going offshore – db x-trackers

IFA expertise crucial for those going offshore – db x-trackers

08 October 2015 | General

There is not one simple answer to all the questions surrounding offshore investment, which makes input from independent financial advisers crucial to the development of a sound diversification strategy for retail investors.

IRESS delivers unified trading to Namibian stock brokers

IRESS delivers unified trading to Namibian stock brokers

07 October 2015 | General

IRESS, a leading supplier of innovative technology for financial markets, wealth management and the mortgage industry today announces it has successfully migrated all Namibian equity stock brokers to IRESS trading solutions for all of their trading activities.

Developing a sustainable financial planning offering

Developing a sustainable financial planning offering

05 October 2015 | General

Gone are the days when it was alright to sell the consumer an off-the-shelf financial product. These days consumers are increasingly looking for more transparency. They want to understand why the product is relevant to them, and how it will help them achieve their long-term goals.

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
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
Embracing the world of exponential thinking

Embracing the world of exponential thinking

14 September 2015 | General
The rise of the robo adviser

The rise of the robo adviser

09 September 2015 | General
Because advice matters

Because advice matters

08 September 2015 | General
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