On Monday, Momentum Metropolitan Holdings reported that it had been the victim of a cyberattack, with criminals able to access sensitive data on its systems. In a statement to shareholders, the financial services […]
Facebook is not just for posting selfies and sharing images of your pets and family. Facebook is also a tool, if used correctly, to raise your visibility as financial advisor and building an […]
Earlier this year, the Intergovernmental Fintech Working Group (IFWG) Innovation Hub was launched to respond to changes in the financial sector driven by financial technology (fintech) and to promote responsible innovation in the […]
Earlier this year, the Intergovernmental Fintech Working Group (IFWG) Innovation Hub was launched to respond to changes in the financial sector driven by financial technology (fintech) and to promote responsible innovation in the […]
As events around the coronavirus continue to evolve, many advisors have realised the importance of proactive communication with their clients. The means of the communication has also changed as more communication are actioned […]
As events around the coronavirus continue to evolve, many advisors have realised the importance of proactive communication with their clients. The means of the communication has also changed as more communication are actioned […]
While the focus is often on the commercial importance of data protection, privacy is also recognised as an important human right. This recognition is evidenced in South Africa, where the right to privacy […]
The time spent in virtual meetings has increased over the last three months. Although this has been because of the pandemic and lockdown rules, this new way of communicating is here to stay. […]
Social media is important to financial advisors, because more and more people are looking to social media, and the online space in general, for insurance information. Various reports have also revealed that more […]
Cybersecurity awareness is particularly critical at this time, as cyber criminals have taken advantage of the global situation. One of the starting points to improve cyber security is password security, as your password […]
Video calls and video conferences are now a part of our everyday life. Although it is not the same as meeting your client or colleague face-to-face, it is the best we can do […]
Video calls and video conferences are now a part of our everyday life. Although it is not the same as meeting your client or colleague face-to-face, it is the best we can do […]
On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]
On more than one occasion we have pointed out the importance of staying connected with your client. But what are the digital marketing Do’s and Don’ts for financial advisers, especially in the time […]
Welcome to Corona 2020 where, if you’re not virtual, you’re nowhere. It’s a brave new world – a 30 second walk to the ‘home office’ area clutching a mug of coffee has replaced […]
Welcome to Corona 2020 where, if you’re not virtual, you’re nowhere. It’s a brave new world – a 30 second walk to the ‘home office’ area clutching a mug of coffee has replaced […]
Individuals can find financial advisers in many ways. Asking family and friends for recommendations have always been top of list for many. But in the current lockdown scenario many are heading to LinkedIn […]
