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Client centricity, climate change, cyber & digitalisation ‘top of mind’ for financial intermediaries

07 October 2022

The power of face-to-face networking was on naked display at the 2022 Financial Intermediaries Association of Southern Africa (FIA) Advice Summit, with around 500 intermediaries reconnecting with one another and interacting with the investment and life and non-life insurance brands that supported the event. The fast-paced programme comprised of almost a dozen 20-minute presentations in which financial product providers expanded on some of the key themes relevant to the financial service sector, and more specifically intermediaries. It turns out that client centricity, climate change, cyber and digitalisation are top of mind among brokers, financial advisers and the product providers they transact through.

UK RDR… challenges still exist and legislation still ongoing

27 September 2022

Ten years post the Retail Distribution Review (RDR) in the UK, has it moved the dial? While more advisers may be correctly qualified; practice and advice models don’t seem to have shifted. What are the lessons that South Africa can learn?

The medical scheme liquidation dilemma

26 August 2022

A couple of days ago I received one of those WTH messages from a financial adviser whom I have known for many years…. “Gareth”, began the brief rant, “Are you aware that Health Squared Medical Scheme (HSMS) is going into voluntary liquidation?” No, I responded, before confessing that I had not been following developments in the healthcare industry in recent months, aside from the occasional incredulous scribblings over the looming National Health Insurance (NHI) project.

The dominant regulatory theme of our times

15 August 2022

The way that financial services firms carry themselves in the market and interact with consumers has never been more important. “Market conduct and market conduct compliance are undoubtedly the dominant regulatory themes of our times,” said Richard Rattue, Managing Director at Compli-Serve, in his opening remarks to a two-hour-long compliance and market conduct seminar, hosted virtually. He noted that firms were under intense pressure to demonstrate the so-called triple bottom line, by making profit without adversely impacting on the environment or society.

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

This is what it takes to sell insurance

28 July 2022

On value versus growth and the China Contrarian Conundrum

24 June 2022

Can your life insurer pay up 40-years from now?

23 May 2022

The quadruple-whammy of Covid-19, Eskom, July 2021 looting and the April 2022 KZN flood catastrophe

22 April 2022

Show me the money! A quick overview of South Africa’s financial institutions

08 April 2022

Legislation is putting us at a crossroads

05 April 2022

Transform or bust, the choice is yours

09 March 2022

ZA180 billion revenue windfall ensures top marks for Budget 2022

25 February 2022

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Talked About Features / Straight Talk