Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
The FSCA has commissioned a classification of all identity numbers and company registration numbers of financial institutions on record. As a result certain identified financial institutions will receive a “request for information” template […]
A recent American survey examined how consumers are talking about money to their friends, family and financial advisers. The survey results showed that women are more likely than men to purposely avoid the […]
Two weeks ago President Cyril Ramaphosa signed the controversial Administrative Adjudication of Road Traffic Offences (Aarto) Bill into law. In general, the Bill will result in the setting up of a demerit system […]
Two weeks ago President Cyril Ramaphosa signed the controversial Administrative Adjudication of Road Traffic Offences (Aarto) Bill into law. In general, the Bill will result in the setting up of a demerit system […]
“We are one nation building one health care system. Let’s work together. There is no us and them.” These were the words in a tweet of Dr Zweli Mkhize, South Africa’s Health Minister. […]
The lyrics of a UB40 song reads “There’s a rat in my kitchen what am I gonna do?” The song also relates to the owner of a Porsche, who discovered a resident rat […]
One type of insurance technology many insurance companies are using nowadays is drones. According to DeLoitte there are two strategic objectives: better risk management through improved data collection, and reduced operational costs through […]
The findings of a hearing by the FSCA Tribunal in the Van Zyl case heard on 25 June 2019 should result in serious introspection by the office of the FAIS Ombud. Whilst not […]
The local Collective Investment Schemes (CIS) industry completed the second quarter of this year with assets under management of R2.4 trillion, spread across 1 607 portfolios. Almost half of these assets were held in South […]
The local Collective Investment Schemes (CIS) industry completed the second quarter of this year with assets under management of R2.4 trillion, spread across 1 607 portfolios. Almost half of these assets were held in South […]
South Africans are overburdened with taxes, and it’s only set to get worse. If you or your clients are considering investing internationally, you should be aware of the tax requirements when deciding on […]
South Africans are overburdened with taxes, and it’s only set to get worse. If you or your clients are considering investing internationally, you should be aware of the tax requirements when deciding on […]
Megatrends are powerful, transformative forces that could change the global economy, business and society. Megatrends have been changing the way we live for centuries. But how are megatrends relevant to investing? A new […]
In his third article of a mini-series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power of technology to support the human nature of the financial planning process. […]
In his third article of a mini-series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power of technology to support the human nature of the financial planning process. […]
Tracker South Africa recently issued a report that revealed when and where the most vehicle crimes occur in South Africa. The statistics, from Tracker’s 1.1 million installed vehicle base, cover vehicle theft and […]
Tracker South Africa recently issued a report that revealed when and where the most vehicle crimes occur in South Africa. The statistics, from Tracker’s 1.1 million installed vehicle base, cover vehicle theft and […]
