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Using technology to become a business leader gives advisers an advantage

08 July 2014 | General

Innovation has been a concept that society has struggled to come to terms with over the years as previous mind sets have slowly disapproved and science fiction has transformed into science fact. But how does one cope with the changing world, and what are the consequences to resisting this change?

Digital innovator pioneers SA’s first electronic loose-leaf solution

04 July 2014 | General

LexisMobile provides authority of print with flexibility of digital.

New online tool helps investors overcome retirement industry challenges

02 July 2014 | General

According to the South African Reserve Bank, total savings to retirement funds, annuities and group pension funds amounted to approximately 16% of a household's disposable income in 2012, which added up to a total of R311bn - placing South Africa among the top 15 of the world's pension industry ranks. Despite this, only about 10% of South Africans are able to retire without financial assistance.

PROFIDA’S FNA system augments integrations

23 June 2014 | General

PROFIDA, the technology leader in financial needs analysis (FNA) and practice management systems, has integrated with a financial services group, which has strategic partnerships with some of South Africa’s top independent financial planning specialists.

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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