Broker of the future – It is not so much about what you do, but how
If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]
Best Practice
Broker of the future – It is not so much about what you do, but how
If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]
FSCA requires FIC compliance information by 31 March 2021 – read FAQs here
In February 2021, the FSCA published a Notice to make the industry aware that the Directive to provide information (DPI) for 2021 is available for online completion and submission from 1 March 2021 […]
FSCA requires FIC compliance information by 31 March 2021 – read FAQs here
In February 2021, the FSCA published a Notice to make the industry aware that the Directive to provide information (DPI) for 2021 is available for online completion and submission from 1 March 2021 […]
Impact of lower salary increases on retirement savings
“When you consider that most South Africans retire without sufficient savings, a lack of decent increases will exacerbate the problem,” according to Twané Wessels, Product Actuary at retirement income specialist, Just. Salary increases […]
Make the Living Will part of your financial planning discussion
During the prime of an individual’s life, you don’t give much thought to situations in which you become ill or are facing the end of your life. Sickness and death are not easy […]
Working with your client to develop good savings habits
Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires […]
Working with your client to develop good savings habits
Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires […]
Skills development levy – How to get some of your money back
Fact: Skills Development Levy (SDL) is paid by every employer whose salary bill exceeds R500,000 per annum. It is 1% of the salary bill and is collected by SARS. Did you know? Employers […]
Skills development levy – How to get some of your money back
Fact: Skills Development Levy (SDL) is paid by every employer whose salary bill exceeds R500,000 per annum. It is 1% of the salary bill and is collected by SARS. Did you know? Employers […]
ST Ombud clarifies difference between Private, Business and Commercial insurance
Upon entering a contract for a motor insurance policy, it is very important for financial advisers to clarify what the intended use of the vehicle is in order to determine the correct risk […]
Not all is fair in love and… wills
As we celebrate the month of love, the 3.5 million South African couples who are living together but are not married should be aware that when it comes to legal affairs, not all […]
Human Touch plays huge role in Financial Services future
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
Human Touch plays huge role in Financial Services future
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
Is your succession plan in place and up to date?
Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]
Is your succession plan in place and up to date?
Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]
The how-to guide for a productive “work from home” strategy
Ten months after the coronavirus provoked global stay-at-home orders, most financial advisers haven’t returned to the office yet. Various media reports and statistics indicate that we are likely to see the percentage of […]
