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Advisers, planners should know their worth

24 June 2024 | General

The day-to-day compliance and operational challenges that modern financial advice practices have to overcome can make it difficult for financial advisers and financial planners to appreciate their true worth. Worth is defined by Oxford Languages as ‘the level at which someone or something deserves to be valued or rated’. Many make the mistake of aligning worth with remuneration; but in the financial advice context, it makes more sense to think of your worth in terms of the value you add to society through the activity of financial advising.

Assessing the impact: A year since the revisions of the Trust Property Control Act

21 June 2024 | Estates & Wills

One might recall last year, in an effort to avoid being grey listed by the Financial Action Task Force (FATF), South Africa made significant legislative changes.

Are you covered for a rising age and declining health?

20 June 2024 | General

Peace of Mind Today, Security Tomorrow: Benefits of Life Insurance as You Age

The psychology of unpacking life insurance for millennials vs. Gen Z – all you need to know

20 June 2024 | General

In today’s dynamic and ever-changing insurance environment, understanding the distinct preferences and behaviours of different generations and audience segments is crucial.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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