Why are so few affluent investors using offshore platforms?

Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.

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The case for simplifying policy wording

You, as an adviser, are legally required to explain all material clauses in a policy to enable your client to make an informed decision. What happens if some clauses are so clouded in […]

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The case for simplifying policy wording

You, as an adviser, are legally required to explain all material clauses in a policy to enable your client to make an informed decision. What happens if some clauses are so clouded in […]

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Compulsory vaccination increasingly likely

Making vaccination compulsory to enter workplaces and certain public spaces seems a certainty if the statements from the government, business and labour this week are anything to go by. In a televised address […]

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