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

22 August 2024 | General

GrowthHouse, a leading independent financial planning services provider, has launched GrowthX.

Top facts about financial advice evolution

22 August 2024 | General

As financial advice and the value offered by adviser-client relationships evolve, astute financial planners must keep abreast of the reasons why clients hire them. At first glance, the answer is that individuals seek you out to deal with specific challenges such as investing increased income, receiving an inheritance or retirement planning. “These [reasons] are not wrong, per se, but the foci are rather specific, suggesting a narrow ‘job to be done’ mentality,” said Ryan Murphy, Global Head of Behavioural Insights at Morningstar.

The value of adviser relationships has never been higher

20 August 2024 | General

In an era marked by economic turbulence and shifting consumer behaviours, the South African life insurance landscape stands at a pivotal juncture.

SA well-positioned for financial advice excellence

19 August 2024 | General

Did you know that South Africa boasts the sixth highest number of Certified Financial Planner (CFP®) professionals worldwide? Your writer did not. This uplifting fact was shared early on during the 35th annual convention of the Financial Planning Institute of Southern Africa (FPI), held over two days in Cape Town and online.

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

View the Results

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

What makes an advisory firm truly exceptional?

19 June 2024 | General

Five mega-mind tools for insurance professionals

12 June 2024 | General

Dedication, hard work and planning key for advice, adviser success

04 June 2024 | General

Invest in your staff for business success

27 May 2024 | General

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Intermediaries / Brokers