Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read more
InvestmentAdvisor magazine recently published some surprising results from a survey on millennials and their take on financial matters. Most Millennial studies tell only half the story, focusing on dollars but overlooking humanity. That’s […]
We commented earlier on this white paper, published in the USA in September. Whilst it expands on “Leveraging Technology to Drive Profitability, Scale, and Growth”, there is certainly another aspect of great interest […]
Financial software provider IRESS and digital meeting place provider SuiteBox have announced the integration of SuiteBox’s digital workspace solutions with IRESS’s adviser software, Xplan, as advisers seek more ways to communicate with clients. […]
During the recent Moonstone Regulatory Update Workshops, Billy Seyffert, COO of Moonstone Compliance and Risk Management alluded to rather stringent requirements for those who plan to go this route. The FPI recently conducted […]
The SuiteBox client engagement and support tool delivers video meeting and digital signing capabilities to financial advisers. Rapid advances in fintech provide a host of solutions that streamline the delivery of financial advice, […]
For most of us, the advent of technology in the industry is a bit like the famous saying back in the bad old army days: Hurry up and wait. A recent article in […]
A recent article by Patrick Cairns in Moneyweb provides an interesting perspective on the role of technology in the ever increasing challenge that compliance is becoming. The advent of Twin Peaks means that […]
Harnessing Our Digital Future This is the title of a new book by Andrew McAfee and Erik Brynjolfsson, directors of the MIT Centre for Digital Business, which was recently reviewed in News24. Below […]
Fintech solution delivers the next evolution in financial advice to SA The SuiteBox client engagement and support tool delivers video meeting and digital signing capabilities to financial advisers Rapid advances in fintech provide […]
The use of data, and protection of confidential client information, will play an extremely important role in the future of financial advisers in South Africa. Whilst it makes good sense to invest in […]
Extract from a recent blog by Troy Penney, who works for SuiteBox in Sydney, Australia, If you and your business are in a profession that charges a fee or a commission for exchange […]
This digital meeting platform, which offers a wide range of solutions to current challenges for financial advisers, recently made the news for the right reasons. Suitebox won the “mobility solutions” category in the […]
A summary of this paper first appeared in the June edition of Moneymarketing. Whilst I am sceptical of the local application of surveys and studies done in other countries, I think that this […]
A recent report, designed for the Australian advice industry and technology companies that support it, attempts to sketch the road ahead. As we appear to be heading down the same rocky road, we […]
A recent article in Thinkadvisor, an American publication for financial advisors, discusses what I believe is a critical concern for us: When is enough too much, or too little? Below are some excerpts […]
In a recent interview the MD of Daimler Benz (Mercedes Benz) said their competitors are no longer other car companies but Tesla (obvious), Google, Apple, Amazon ‘et al’. Software will disrupt most traditional […]
