Financial Advisors Archives

01 Jan 2025

Less time dotting the i’s means more time for clients

By Staff Writer

By Florbela Yates, Managing Director at Equilibrium Less paperwork. Less red tape. Less compliance. At Equilibrium, we realise that advisers are inundated with information. So, we want to convey a simple but important thought. Less means more: When you spend less time on investment admin, it means you have more time for what really matters,...

02 Nov 2021

Does your EB advice consider the evolving needs of employees and their families?

By Staff Writer

Despite the disruptions caused by Covid-19 – or perhaps because of them – now more than ever, financial advisers are using technology in every aspect of their practice and in their dealings with clients. Is an essential human connection getting lost, and has the time come to restore the human touch?

24 Feb 2021

What advisers want from investment platforms

By Staff Writer

Investment platforms have gone through a spiral of various evolutions over the last decade. To many they are only known as administration platforms, but is this true? I would like to think not.

19 Feb 2021

Trends shaping the local advice landscape

By Staff Writer

The first few weeks of 2021 have had a different feel to any other start of a new year. While we all knew that we were entering the year with the battle against COVID-19 far from over, there were likely a number of people (myself included) who woke up on January 1, with a sense of hope that less bumpy times were on the horizon.

19 Mar 2020

FMI launches new webinar series for advisers

By Janice Roberts

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?

By Janice Roberts

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

By Janice Roberts

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 Janice Roberts

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 Janice Roberts

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

By Janice Roberts

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 first and take full responsibility...

31 May 2017

Understanding professional indemnity cover

By Janice Roberts

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

By Janice Roberts

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.