Explore the Category

Young professionals: should you join the rat race or go solo?

28 July 2014 | General

You’ve just qualified as a young doctor, lawyer, accountant or other professional. The question is now – should you start sending out résumés? Or are you feeling brave? Venturing out on your own and starting a solo practice is not for the faint-hearted, but it is immensely rewarding and you could set yourself up for life, says Kobus Engelbrecht, marketing head, Sanlam Business Market.

The risks of risk profiling

28 July 2014 | General

How effective are current risk profiling techniques? Do they achieve their aim (to determine a suitable investment strategy) or are they being undertaken simply to tick the boxes in terms of compliance? Patrick Barker, Private Client Portfolio Manager at Cannon Asset Managers, explores these issues and looks at alternatives.

Stories become key in unlocking the success of intermediaries

15 July 2014 | General

What are you doing to differentiate yourself from the industry clutter? Intermediaries have always had a role to play in the long standing insurance industry in South Africa.

Advisers fill their skills toolbox as they approach a changing industry

01 July 2014 | General

As the public moves to a position where it becomes more knowledgeable about the financial services industry and the products it sells, it is becoming clear that the rapport which the adviser builds with their client must be one based on trust and innovation.

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