Results for financial advisors

News

#BehindtheBrandManager: Leza Wells, chief product actuary; acting chief of marketing at FMI
#BehindtheBrandManager: Leza Wells, chief product actuary; acting chief of marketing at FMIArticle

Leza Wells, chief product actuary and acting chief of marketing, at life insurer FMI (a Division of Bidvest Life Ltd) fills us in on her role...

Evan-Lee Courie 3 days ago

Richard Rattue, MD, Compli-Serve
Two decades ago, and the times to come: How technology has shaped financial servicesArticle

A little shy of two decades ago, I penned an article on how technology was impacting financial services and importantly, financial advice. I thought it would be interesting to review some of my statements...

Richard Rattue 6 Apr 2021

Should you ditch the promotional flyers?
Should you ditch the promotional flyers?Article

Brad Taylor of Be Rad Be Digital shares reasons why you should ditch the promotional flyers...

Brad Taylor 8 Mar 2021

Why more companies are offering employees bespoke risk and retirement benefits
Why more companies are offering employees bespoke risk and retirement benefitsArticle

In order to attract and retain top talent, companies are getting more creative with their employee benefits...

Paula Walker 18 Feb 2021

It just makes sense to do your life cover with the people you trust to do your will
It just makes sense to do your life cover with the people you trust to do your willArticle

With life speeding up and the proliferation of the internet into our lives, we all got smart and figured out that life cover is just a commodity and can be bought in minutes online. I mean, who has time for a consultation these days? It's only life cover (sarcasm intended)...

Alex Simeonides, Issued by Capital Legacy 1 Feb 2021

How to use social media to get more leads
How to use social media to get more leadsArticle

Social media is a huge part of marketing, and it's safe to say we all know that by now. But what became more apparent during lockdown 2020, is how much of a role social media played in our everyday lives...

Brad Taylor 20 Jan 2021

Henry van Deventer, chief specialist in advice model design at Liberty
#BizTrends2021: Shifting towards a digital - but still human - approachArticle

Relationships change all the time and the one between financial advisor (FA) and client is about to undergo a big shift due to regulatory issues, as well as more ordinary social trends after the Covid pandemic...

Henry van Deventer 6 Jan 2021

Anthony Govender, founder and CEO, ASI Financial Services
SA's financial services sector isn't close to transformation. Here's how to fix itArticle

The South African financial services industry, and in particular the asset management sector, is not even close to being transformed enough to reflect the country's population...

Anthony Govender 8 Dec 2020

Richard Rattue, MD, Compli-Serve
FSCA creates some movement in crypto-reg spaceArticle

The Financial Services Conduct Authority (FSCA) has released a draft declaration on crypto assets to be deemed as financial products bringing them firmly into the regulatory fold...

24 Nov 2020

3 challenges keeping IFAs awake at night
3 challenges keeping IFAs awake at nightArticle

The Covid-19 pandemic has highlighted three major challenges facing independent financial advisors (IFAs) that need to be managed correctly to ensure financial security and longevity,

Neil Wolno & Leza Wells 23 Nov 2020

Leaving a lasting legacy - Your will, your family and organ donation
Leaving a lasting legacy - Your will, your family and organ donationArticle

One of the first steps to planning your legacy is pausing your busyness to draft your Last Will and Testament...

Brandon Garbutt, Issued by Capital Legacy 27 Oct 2020

#OrchidsandOnions: It keeps going right...
#OrchidsandOnions: It keeps going right...Article

Toyota: new ad is playful but still does some heavy marketing; They stay true to reality without encouraging clients to behave in unsafe way...

Brendan Seery 21 Oct 2020

How South African startups can thrive amid the Covid-19 pandemic
How South African startups can thrive amid the Covid-19 pandemicArticle

Like other business startups across the world, South African startups were severely affected by the Covid-19 pandemic. The economy of the country has been battered, and every business is feeling the heat...

Boris Dzhingarov, Issued by Monetary Library 12 Oct 2020

Capital Legacy Shakes up the home-buyers' market with HomeVantage
Capital Legacy Shakes up the home-buyers' market with HomeVantageArticle

HomeVantage, from Capital Legacy, not only provides a professional, integrated and uniquely comprehensive solution for the home-buyer but also ensures that you get the best rates, offers valuable benefits and, importantly, includes your financial advisor when purchasing one of your biggest investments. HomeVantage will be available from 1 October 2020...

Issued by Capital Legacy 15 Sep 2020

Capital Legacy shakes up the life insurance market with MyCover
Capital Legacy shakes up the life insurance market with MyCoverArticle

MyCover is life cover that has been designed as an extender benefit to the core product, the Legacy Protection Plan that accompanies your will to meet your financial estate planning needs, covering the costs of executor, conveyance and testamentary trust fees as well as other upfront and monthly expenses that arise when you pass away...

Issued by Capital Legacy 10 Sep 2020

Project funding through true Europlaw International escrow banking platform
Project funding through true Europlaw International escrow banking platformArticle

Europlaw Group, situated in the Republic of South Africa and the United Kingdom, now offer project funding through our newly established escrow banking platform with the assistance of our preferred bankers...

Issued by Europlaw 25 Aug 2020

Zane de Decker, MD of Flyt Property Investment
South Africa is a legal tax havenArticle

South Africa is currently enjoying the status of a tax haven - a bold statement, I admit, and one that some might think outrageous, but if you break down the monetary calculations of a Section 12J investment, you will realise the glaring opportunity too...

Zane de Decker 18 May 2020

Llewellyn Allen, head of marketing, Metropolitan
#LockdownLessons: People are realising the importance of saving for a rainy day, says Llewellyn AllenArticle

Llewellyn Allen, Metropolitan's head of marketing, explains how the financial services giant is navigating the rapidly changing world we find ourselves in...

Nicci Botha 6 May 2020

Managing a company during Covid-19: SA directors and their duties
Managing a company during Covid-19: SA directors and their dutiesArticle

The effects of Covid-19 on the economy has led to many companies facing the possibility of being declared financially distressed. The mounting pressure on directors to appropriately fulfil their duties in response to this crisis will continue into the foreseeable future...

Stephen Kennedy-Good and Ally Chalwin-Milton 23 Apr 2020

Climate change a risk to agricultural production
Climate change a risk to agricultural productionArticle

Climate change has presented additional risks to agricultural production and to farming enterprises...

Pertunia Setumo 14 Apr 2020

Due care and diligence still the standard even during Covid-19
Due care and diligence still the standard even during Covid-19Article

The nationwide lockdown and the resultant remote working implemented by employers may increase the liability exposure of financial and professional services firms - conveyancers, asset managers, intermediaries and bankers...

Ayanda Nondwana & Sheila Moagi 9 Apr 2020

The fintech revolution: Top trends to watch out for in 2020
The fintech revolution: Top trends to watch out for in 2020Article

By applying such disruptive technologies as artificial intelligence (AI), big data, robotic process automation (RPA) and blockchain, fintech has come to basically impact and change everything that involves money...

Craig Lebrau, Issued by Lebrau Press 9 Mar 2020

Image source: Getty/Gallo
Choose a financial advisor with careArticle

Investors should do a thorough background check on a financial advisors they are considering working with such is the proliferation of unethical, and often predatory, operators in the South African market...

2 Mar 2020

Image source: Getty/Gallo
Financial advisors need to adjust their sails towards valueArticle

It is no secret that financial advice is at a crossroads, with the industry facing several challenges. At the centre of these changes are the financial advisors and their understanding of their evolving roles in the new consumer landscape...

Henry van Deventer 20 Feb 2020

Nashalin Portrag, marketing actuary, Momentum Corporate
What to look for in a future-fit group insurance providerArticle

Group insurance should be evolving continuously to cater for the changing needs of clients...

4 Dec 2019

An estimated R5bn in income to the Bakgatla community cannot be accounted for. Archive photo: Ashraf Hendricks
The chief, the mines and the lost Bakgatla billionsArticle

After two years of investigations of the flow of billions of rands into and out of the Bakgatla ba Kgafela community, the work of the Baloyi Commission of Inquiry may come to nothing...

Wilmien Wicomb 28 Oct 2019

Terence Gregory, CEO, Ecsponent
The small matter of investment costsArticle

Every investment carries costs. For many financial services providers, higher fees are explained as a trade-off for a higher quality of brand and service...

15 Oct 2019

Peter Castleden, CEO of Sanlam Indie
Underinsured gap estimated as high as R30trnArticle

The perception that life insurance is expensive and not easily accessible means that a large portion of the population is not insured - a gap estimated to be as high as R30trn...

10 Oct 2019

Image source: Gallo/Getty.
The significant shift from aspirational to inspirational brandsArticle

The Top Million research report into South Africa's top million households in 2019 - with a combined buying power of R700 billion - looks at what drives this 'Upper Middle Class'; what they are spending on; where they have cut back; and how marketers can reach this group...?

Louise Marsland 13 Sep 2019

Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments
RDR requires a outcomes-based approachArticle

The phased implementation of Retail Distribution Review (RDR) is well underway in South Africa, with suitability of financial products to a customer's needs remaining a core focal point...

27 Aug 2019

Gavin Ralston, head of official institutions and thought leadership at Schroders
Alternative investments offer better returnsArticle

Alternative investment can offer better returns at lower risk by introducing greater choice to a client's portfolio than traditional asset classes...

3 Jul 2019

8 FAQs financial advisors ask about how RDR will affect them
8 FAQs financial advisors ask about how RDR will affect themArticle

How the Retail Distribution Review (RDR) will affect the career of financial advisors is a question Jacques Coetzer, general manager: SPF Distribution, is frequently asked...

8 Apr 2019

Europlaw Group expands operations to Kenya and countries of East Africa Community
Europlaw Group expands operations to Kenya and countries of East Africa CommunityArticle

Europlaw Group has made a business decision to expand their cross-border operations by opening offices in Nairobi, Kenya, and also covering the countries of the East Africa Community...

Issued by Europlaw 2 Apr 2019

New York-based AI tech startup and SA-based Digital Kungfu's marketing ROI success
New York-based AI tech startup and SA-based Digital Kungfu's marketing ROI successArticle

Many financial advisors and financial services firms know that they need to innovate, but often don't know where to begin. This was ForwardLane's key challenge. The New York-based tech startup's AI offering is complex, but its value offering is simple...

Matt Brown, Issued by Digital Kungfu 12 Feb 2019

#RecruitmentFocus: Workplace 2025 - where humans and machines coexist
#RecruitmentFocus: Workplace 2025 - where humans and machines coexistArticle

The world is undergoing its biggest transformation ever. As emerging technologies such as Artificial Intelligence (AI) enter workplaces, human talent is grappling with an existential crisis.

Ronnie Toerien 16 Jan 2019

Pierre Durand, Momentum Consult chief operating officer
#BizTrends2019: Getting back to basicsArticle

The hype surrounding the next big thing in the financial services industry is taking attention away from what is truly of importance...

Pierre Durand 2 Jan 2019

Wynand van Vuuren, head of legal, King Price
#BizTrends2019: What's shaking up the short-term insurance industry?Article

Twenty years ago, we were still buying insurance the old-fashioned way. Brokers would come to our houses. They'd assess our assets. They'd go away. They'd come back, with a lot of paper...

Wynand van Vuuren 2 Jan 2019

Jacques Coetzer , general manager at Sanlam Personal Finance: Broker Distribution
#BizTrends2019: Are financial advisors the new life coaches?Article

There's a natural alignment between money and life-oriented challenges and concerns...

Jacques Coetzer 31 Dec 2018

International escrow and tax services offered by Europlaw Group
International escrow and tax services offered by Europlaw GroupArticle

Europlaw Group has entered a joint venture with Ithuba Savings Credit Corp Limited representing ISCC Group, that has an international footprint from the banking to oil and gas industries...

Issued by Europlaw 27 Aug 2018

Financial advisors need to adjust their sails for RDR
Financial advisors need to adjust their sails for RDRArticle

Technology aside, the implementation of new regulation in the form of Retail Distribution Review (RDR) will have the greatest impact on the financial advisory arena in the coming years...

27 Aug 2018

Wesley Davids, legal advisor, PPS Investments
Putting the client first in financial servicesArticle

The Financial Sector Conduct Authority (FSCA) issued one of the much-anticipated discussion documents on the implementation of the Retail Distribution Review (RDR)...

Wesley Davids 21 Aug 2018

Elza Syarief Law Office Advocates entered into joint venture with Europlaw Group
Elza Syarief Law Office Advocates entered into joint venture with Europlaw GroupArticle

Elza Syarief Law Office Advocates & Legal Consultant, operating mostly in Jakarta, Indonesia, entered into a formal mutual strategic association agreement with Europlaw Group on 2 July...

Issued by Europlaw 11 Jul 2018

Embassy law, diplomatic and immigration legal services offered by Europlaw Group
Embassy law, diplomatic and immigration legal services offered by Europlaw GroupArticle

Europlaw Group, operating mostly in the Republic of South Africa and the United Kingdom, is recognised as one of the pre-eminent law firms practicing in the area of international, embassy, diplomatic and immigration law...

Issued by Europlaw 6 Jun 2018

International paymaster and escrow services offered by Europlaw Group
International paymaster and escrow services offered by Europlaw GroupArticle

Europlaw Group is now in position of offering both paymaster and escrow services to their international clients with the international banking platform provided by the ISCC Group...

Issued by Europlaw 22 May 2018

ISCC Group entered into joint venture with Europlaw Group
ISCC Group entered into joint venture with Europlaw GroupArticle

Ithuba Savings Credit Corp Limited representing ISCC Group, conducting business mainly in Indonesia and Germany agreed to enter into a formal mutual business collaboration of appointing Europlaw Group as its legal and accounting team for their group of companies internationally...

Issued by Europlaw 18 May 2018

Next >
Let's do Biz