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Home / Posts tagged “#clientload”

#clientload

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From OMNI-Risk to cyber risk – don’t miss Moonstone’s compliance webinar

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Video interview: New mutual insurer enters the market

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Interview with Nicola Langridge, 2025 Financial Planner of Year

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‘Little appetite’ for shift from asset-based charges and commission

The Adviser Barometer, based on the responses of nearly 600 financial advisers on the Allan Gray platform, sheds light on what’s driving fee structures, technology investments and client-engagement strategies in South Africa’s advice industry.

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Quality over quantity: growing your advisory firm without sacrificing client service

You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.

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Investment Rates

 

Updated 3 November 2025

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Money Market funds

Updated 3 November 2025

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Life and disability cover gap balloons to R50tn
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  • SARS launches expedited tax-debt compromise process
  • Treasury withdraws plan to tax foreign pensions, pledges wider consultation
  • FSCA is aligning its work with COFI before the Bill becomes law
  • Advice is evolving from transactions to trusted relationships
  • Adjudicator’s rulings highlight ongoing confusion over two-pot withdrawals
  • Tech, sustainability, and transparency will be currency of financial advice
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