Tag Archives | Adviser


Adviser and Advice Differentiation

The December 2016 Retail Distribution Review update provides clarity on matters which appeared slightly confusing in earlier proposals. The Regulator did away with the “multi-tied” category of adviser – in future, you are either tied or independent, although the formal title is yet to be determined. The proposals to distinguish between various types of advice, […]

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How Productive are you?

The results of two surveys in the financial services industry were recently published by CoreData, a firm who conducts research in banking, mortgages, retail saving, pensions, asset management and the financial advisory sector. In January 2014, a report titled Adviser Efficiency – Business Processes in South Africa, provided data on the way we do things […]

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