Latest FATF review puts South Africa under a harsher spotlight

Treasury says the country already has most of the rules it needs; the challenge now is proving that institutions are using them effectively.

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Digital financial advice – Stay connected

On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]

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Digital financial advice – Stay connected

On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]

Read More