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Improved interaction will create better client relationships

05 August 2015 | General

The interaction between the adviser and their client has, and will always, be the cornerstone of financial wellness and the foundation of trust between two parties. However, we have hit a cross road and need to take a step back and question whether the basis of the interactions we used to have with clients in the past will be relevant to the new-age client.

Fee for action

14 July 2015 | General

After attending the recent 2015 Financial Planning Institute (FPI) conference, it is clear that the distinction between those who give good financial advice and those who give bad financial advice is widening. Both National Treasury and the FPI identified that there are people in the industry who are taking a chance when it comes to financial advice and that regulation will hopefully put a stop to this.

Complexities facing the financial services distribution landscape

09 July 2015 | General

The wave of legislative change hitting the short-term insurance sector could alter the local insurance landscape.

Time for advisors to get proactive – Imara

09 July 2015 | General

Financial advisors have a unique opportunity to cement relationships with retail investment clients by becoming proactive and demonstrating their closeness to market dynamics.

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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