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Remuneration key to solving adviser retention

10 September 2024 | General

The ability to attract and retain talent is a common challenge across the financial services industry, and particularly in the financial advising discipline. It is no surprise, therefore, that the topic came up for discussion during a panel discussion featuring three young Certified Financial Planner (CFP ®) professionals, held at the 2024 FPI Professional’s Convention recently.

Succession lessons from financial practice experts

05 September 2024 | General

The cost and complexity of compliance and managing both client and ownership succession are among the significant challenges facing South African financial, risk and wealth advice practices, according to a trio of experts assembled for an informal panel debate recently.

The ongoing digital transformation of insurance broking

04 September 2024 | General

Artificial intelligence (AI) and big data are driving a shift from traditional broking methods towards dynamic, data-driven strategies aimed at enhancing customer experiences and anticipating their future needs. This transformation was the focus of a recent seminar hosted by the Insurance Institute of Gauteng (IIG), where a trio of non-life insurance experts gathered to present on the evolving landscape of insurance broking in the digital age.

Mindset ‘shift’ key to unlocking value in financial advice practices

29 August 2024 | General

A mindset transition from ‘practice manager’ to ‘business manager’ could be just the ticket for financial, risk and wealth advisers seeking to extract full value from their financial advising endeavours. This fresh perspective emerged during a succession-focused presentation by Kevin Hinton, founder of The Collaborative Exchange, who confesses to being passionate about the financial services industry, and especially the role performed by financial and wealth advisers.

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

Buy undervalued assets Follow company earnings Lean into AI winners Look beyond the US Use data, value and trends

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GrowthHouse unveils GrowthX, a game-changing tool for financial advisers

22 August 2024 | General

Top facts about financial advice evolution

22 August 2024 | General

The value of adviser relationships has never been higher

20 August 2024 | General

SA well-positioned for financial advice excellence

19 August 2024 | General

Brokers and advisers are crucial for industry sustainability

07 August 2024 | General

AI is great; but collaboration and innovation still rule risk advice

05 August 2024 | General

Practical succession planning advice for entrepreneurial families

22 July 2024 | General

Financial advice trumps two-pots, every time

01 July 2024 | General

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Intermediaries / Brokers