Explore the Category

Forget ROI…embrace ROL

01 November 2018 | Straight Talk

Financial advisers are living in interesting times. It is a time where they are feeling the earth move under their feet. It is a time of a massive seismic shift, a time of a historic inflection point where they need to take a step back and look at the value that they are adding to their clients. Speaking at the Amity Investment Solutions Wealth Management Conference, Mitch Anthony – Director at the Financial Life Planning Institute – said that advisers cannot afford to become despondent; important decisions need to be made.

Setting aside incorrect settlements

31 October 2018 | The Stage

It is important that clients understand their policy wordings and are also made aware of all exclusions in a policy in order to understand what they are covered for and what will stand on grounds for a rejection of a claim. It is a case of constant education with clients. We summed up some case studies from the Ombudsman for Short-Term Insurance’s (OSTI) briefcase, which we thought would be interesting for our readers.

FSCA feedback on RDR Phase 1 and 2

18 October 2018 | Straight Talk

When the Financial Sector Conduct Authority (FSCA) introduced the Retail Distribution Review (RDR) into the industry, there was a lot of criticism that the market didn’t need this kind of regulatory intervention. Further, RDR would cause unintended consequences that would increase the barriers of entry into the industry.

The road to a healthier South Africa

10 October 2018 | Featured Story

Over the past five years, there has been a significant international focus on ways to get people to live healthier and to exhibit better driving habits. While there are many of these success stories in South Africa, Discovery reports that South Africa is behind the curve when it comes to their health and their driving habits.

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

Driving a strategic imperative

01 October 2018 | The Stage

Fraud Waste and Abuse

17 September 2018 | Straight Talk

A new dawn of personalisation is on the horizon

12 September 2018 | The Stage

FSCA takes further steps

03 September 2018 | Featured Story

An erroneous “stop order” causes confusion

30 August 2018 | Straight Talk

Searching hard for new sources of alpha

23 August 2018 | Featured Story

Winners are those who can adapt to change

01 August 2018 | Featured Story

Crossing the Rubicon

30 July 2018 | The Stage

« ‹ 28 29 30

32 33 34 › »

Talked About Features