In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
A recent Gartner poll showed that 48% of employees will likely work remotely at least part of the time after COVID-19 versus 30% before the pandemic. The pandemic has therefore forced the adoption […]
The FSCA recently published RDR Discussion Document updates and, amongst others, requested input on various aspects of the adviser categorisation model. The seven key focus areas of the document are: Section 1: Terminology […]
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
We recently came across a media release of a survey titled SA advisers unprepared for regulatory change. We approached them for clarity on certain issues, and provide our questions, with their responses, below: […]
