Why cyber resilience matters more than ever for insurance brokers
Brokers sit at the centre of the digital risk landscape because of the nature of the information they manage and store.
Advisers
Provider’s refusal to provide advisers with client information – PPR provides clarity
In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
Provider’s refusal to provide advisers with client information – PPR provides clarity
In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
Overcoming challenges keeping advisers up at night
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
Overcoming challenges keeping advisers up at night
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
Online collaboration for financial advisers – Make Videosign part of your business process
A recent Gartner poll showed that 48% of employees will likely work remotely at least part of the time after COVID-19 versus 30% before the pandemic. The pandemic has therefore forced the adoption […]
Proposed categorisation of financial advisers – Seven focus areas identified under RDR
The FSCA recently published RDR Discussion Document updates and, amongst others, requested input on various aspects of the adviser categorisation model. The seven key focus areas of the document are: Section 1: Terminology […]
Millennial investment approach – Financial Advisers need to play guiding role
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
Behind the Survey
We recently came across a media release of a survey titled SA advisers unprepared for regulatory change. We approached them for clarity on certain issues, and provide our questions, with their responses, below: […]
