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Hitting the high notes of customer satisfaction

Hitting the high notes of customer satisfaction

13 June 2016 | Featured Story

For all of you brokers who spend hours planning interactions with clients and who sit behind a computer for hours trying to find the best product to suit your client’s needs; not only do we salute you, but the public does as well.

Showing true value to clients

Showing true value to clients

06 June 2016 | The Stage

The Financial Planning Institute of Southern Africa (FPI) is hosting its annual conference on 14 and 15 June; and in the run up to the conference, we need to ask why we are still debating the value that financial planners can offer clients.

Financial education: Too cool for school?

Financial education: Too cool for school?

19 May 2016 | Featured Story

A major issue in South Africa is the level of education when it comes to the financial services industry. Caroline da Silva – DEO of FAIS at the Financial Services Board – points out that 86% of the adult population in South Africa has access to a bank account and savings products. However, she rightly questions whether this necessarily adds value to their lives.

Increased accountability: the social uprising against government

Increased accountability: the social uprising against government

17 May 2016 | The Stage

Protest beyond the law is not a departure from democracy; it is absolutely essential to it. These were the words of American historian Howard Zinn, and they are very appropriate in South Africa’s current socio political climate where we are seeing mass protests and a general voice of dissatisfaction when it comes to government policies.

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Prep for change and embrace RDR

Prep for change and embrace RDR

16 May 2016 | Straight Talk
Risky business as insurers look to build key relationships

Risky business as insurers look to build key relationships

09 May 2016 | Featured Story
A time of great promise and peril

A time of great promise and peril

04 May 2016 | Straight Talk
Putting from the rough as the junk status slide looms

Putting from the rough as the junk status slide looms

03 May 2016 | The Stage
Pay the piper and play the tune

Pay the piper and play the tune

12 April 2016 | The Stage
Cool heads will prevail in a beleaguered economy

Cool heads will prevail in a beleaguered economy

11 April 2016 | Straight Talk
Playing devil’s advocate

Playing devil’s advocate

06 April 2016 | Featured Story
The fine line between the law and becoming Big Brother

The fine line between the law and becoming Big Brother

04 April 2016 | Featured Story