Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]
Short-term insurance intermediaries who want to remain relevant will have to evolve from being insurance facilitators to professional risk advisers. This one of the key take-outs from Santam’s 2021 Insurance Barometer. “Much of […]
It’s not possible to provide clients with proper, holistic financial advice unless you’ve obtained the Postgraduate Diploma in Financial Planning, says Hester van der Merwe, the Financial Planning Institute’s Financial Planner of the […]
Policyholders’ misunderstanding of what is meant by waiting periods in the context of income protection policies was the main reason FMI rejected claims last year – and buying a policy with an inappropriate […]
Policyholders’ misunderstanding of what is meant by waiting periods in the context of income protection policies was the main reason FMI rejected claims last year – and buying a policy with an inappropriate […]
In Allan Gray’s latest Quarterly Commentary, Tamryn Lamb, Allan Gray’s head of retail distribution, distilled some of the points discussed at the asset manager’s 2021 Investment Summit to answer the five key questions […]
The FSCA says it has begun consultations with the life insurance industry to develop solutions aimed at achieving “fair customer outcomes” for universal life policyholders. The authority said in a statement that the […]
The FSCA says it has begun consultations with the life insurance industry to develop solutions aimed at achieving “fair customer outcomes” for universal life policyholders. The authority said in a statement that the […]
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
1Life developed Vantage, our financial adviser application, to provide financial services that are an appropriate and affordable by using the best technology available. 1Life Vantage is one of the first comprehensive digital solutions […]
The SA Revenue Service (Sars) has introduced a new declaration form that can be used to inform it that a taxpayer has broken South African tax residency, says Daniel Baines, manager at PwC […]
From a number of recent tribunal decisions, it seems that some intermediaries do not understand the purpose of the Financial Services Tribunal – in particular, that it functions as an appeal mechanism only. […]
It would take R69 billion to close South Africa’s pensions gap, assuming a contribution rate of 10%, according to research published by Andrew Donaldson, senior research associate at the Southern African Labour and […]
