Life insurance claims: five red flags advisers should know about
Indications that great care needs to be taken to investigate the claim before it is paid.
Indications that great care needs to be taken to investigate the claim before it is paid.
One of the first steps when advising clients on the pending two-pot changes is to get a clear view of their overall retirement-funding portfolio.
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Prejudicial treatment of advisers does not add to improving the image of the industry.
Lack of regulation and insufficient knowledge are the main barriers.
Provides guidelines on how to avoid being caught out.
The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.
Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the […]
As a financial adviser, your basic function is to ensure that your clients make provision for the foreseeable, as well as the not-so-foreseeable future – the things that can happen, and those that […]
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]
Ten months after the coronavirus provoked global stay-at-home orders, most financial advisers haven’t returned to the office yet. Various media reports and statistics indicate that we are likely to see the percentage of […]
South Africans have resolved to save money this year, according to the results of an online YouGov survey commissioned by YouTube. According to the survey, 59% of South African adults have set this […]
In a recent media release the Office of the FAIS Ombud shared its commitment to resolve complaints in a procedurally fair, informal, economical and expeditious manner, with reference to what is equitable in […]
In a recent media release the Office of the FAIS Ombud shared its commitment to resolve complaints in a procedurally fair, informal, economical and expeditious manner, with reference to what is equitable in […]
Financial advisers add confidence to consumers financial situation A recent research study conducted by Columinate, on behalf of Liberty, shows that seventy percent of consumers who use a financial adviser are more confident […]