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The ruling underscores that disputes over unapproved disability claims underwritten by insurers through employer-held policies must be addressed with employers and insurers.
Profit from operations increased by 13% despite higher operating expenses attributed in part to implementing the two-pot system.
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
Financial advisers should understand the broader implications on tax planning, retirement savings, and investment strategies to guide their clients effectively.
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
Insights from Ninety One on the sector’s investment flows, fee trends, and revenue growth.
