Why I turned mildly bearish and opted for a defensive strategy

The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.

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Client engagement skills you can’t ignore

In the current climate, perhaps more than ever before, people are seeking empathy and reassurance. Real connection counts, especially in a time of distancing, disorder and uncertainty. Intermediaries can play a pivotal role […]

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Client engagement skills you can’t ignore

In the current climate, perhaps more than ever before, people are seeking empathy and reassurance. Real connection counts, especially in a time of distancing, disorder and uncertainty. Intermediaries can play a pivotal role […]

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FIA and Santam launch transformation initiative

The Financial Intermediaries Association of Southern Africa (FIA) and Santam have partnered to launch the FIA Transformation Initiative, a campaign focused on accelerating transformation in the South African intermediary space. Santam has been […]

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FIA and Santam launch transformation initiative

The Financial Intermediaries Association of Southern Africa (FIA) and Santam have partnered to launch the FIA Transformation Initiative, a campaign focused on accelerating transformation in the South African intermediary space. Santam has been […]

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If it ain’t broke, don’t fix it

Bert Lance, the Director of the Office of Management and Budget in Jimmy Carter’s 1977 administration, is attributed with coining this phrase. Bad grammar apart, he believed he could save Uncle Sam billions […]

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If it ain’t broke, don’t fix it

Bert Lance, the Director of the Office of Management and Budget in Jimmy Carter’s 1977 administration, is attributed with coining this phrase. Bad grammar apart, he believed he could save Uncle Sam billions […]

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Debarment process? What debarment process?

A recent application for reconsideration of a debarment by the Financial Sector Tribunal evoked a number of interesting questions, including ones on responsibility and accountability for transgressions. Background Ms M was charged with […]

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