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Financial Advisors

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19 Mar 2020
FMI launches new webinar series for advisers

Life insurer FMI, a Division of Bidvest Life Ltd, this week launches FMI TalkTime, a new webinar series to help…

FMI launches new webinar series for advisers

Life insurer FMI, a Division of Bidvest Life Ltd, this week launches FMI TalkTime, a new webinar series to help independent financial advisers stay in touch with the latest trends, product developments, views and challenges in the industry.

10 Feb 2020
Do you have what it takes to be the 2020 FPI Financial Planner of the Year?

Winning an FPI award is a surefire way to boost your professional standing and attract new clients. Even being chosen…

Do you have what it takes to be the 2020 FPI Financial Planner of the Year?

Winning an FPI award is a surefire way to boost your professional standing and attract new clients. Even being chosen as a finalist will do wonders for your business.

02 Oct 2017
6 South Africans take up Money Makeover Challenge

Six ordinary South Africans will take up the Absa/City Press Money Makeover Challenge and undergo a money makeover boot camp.

6 South Africans take up Money Makeover Challenge

Six ordinary South Africans will take up the Absa/City Press Money Makeover Challenge and undergo a money makeover boot camp.

29 Sep 2017
The value the internet can bring to advisers’ businesses

By Philip Calvert, International Social Media Expert It happens a couple of times a year. The email comes in and…

The value the internet can bring to advisers’ businesses

By Philip Calvert, International Social Media Expert It happens a couple of times a year. The email comes in and they always say the same thing: “I’m sorry Philip, but I won’t be joining your technology revolution. My clients aren’t interested in the internet and that’s fine by me.”

25 Jul 2017
What financial advisers will need to consider

By Richard Rattue, Managing Director, Compli-Serve SA. Market Conduct regulations are coming to a place near you soon. Do you…

What financial advisers will need to consider

By Richard Rattue, Managing Director, Compli-Serve SA. Market Conduct regulations are coming to a place near you soon. Do you know how the changes could impact your advisory business?

07 Jul 2017
How financial advice models evolved in the UK

With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the…

How financial advice models evolved in the UK

With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear – as long as it embraces the priorities of RDR, which are to put the client…

31 May 2017
Understanding professional indemnity cover

Bertus Visser, Chief Executive of Distribution, PSG Insure. As things become tighter economically, preventing losses in your business by having…

Understanding professional indemnity cover

Bertus Visser, Chief Executive of Distribution, PSG Insure. As things become tighter economically, preventing losses in your business by having the correct liability insurance in place is essential.

23 Jan 2017
The story behind SA’s biggest investment conference

Seven years ago, six South African asset managers got together to create a forum where financial advisers and portfolio managers…

The story behind SA’s biggest investment conference

Seven years ago, six South African asset managers got together to create a forum where financial advisers and portfolio managers could interact and the investment philosophies and decisions of the managers could be openly compared to one another in a professional environment.

13 Jan 2017
Are compliance changes overwhelming your team?

There used to be a time when compliance was treated as a secondary business function. Today, however, organisations and leadership…

Are compliance changes overwhelming your team?

There used to be a time when compliance was treated as a secondary business function. Today, however, organisations and leadership have come to recognise that they need to keep abreast of the latest regulatory requirements in their field of operations, as the risk of non-compliance can have significant business and…

14 Dec 2016
Retail distribution review (RDR) status update as at December 2016

  The Financial Services Board (FSB) has published a status update on progress with implementing the proposals of the Retail…

Retail distribution review (RDR) status update as at December 2016

  The Financial Services Board (FSB) has published a status update on progress with implementing the proposals of the Retail Distribution Review (RDR).