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.
Financial Advisers
SARS pays back R10bn, but some taxpayers’ refunds are being withheld
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
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Financial advisers can help keep the lid on clients’ retirement-savings pots
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.
Thursday briefing: a round-up of recent financial services news
FNB to expand adviser network | Extending mortgages to fund solar unwise | Bank staff sentenced for fraud | ANC-EFF coalition ‘worries investors’
Adviser rights are as important as those of consumers
Prejudicial treatment of advisers does not add to improving the image of the industry.
Survey reveals financial advisers and investors’ perceptions of crypto
Lack of regulation and insufficient knowledge are the main barriers.
Santam alerts advisers to email interception cyber scam
Provides guidelines on how to avoid being caught out.
Is business email compromise also a threat to advisers?
The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.
How advisers can protect against losing assets when wealth is transferred
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 […]
Succession and contingency planning for financial advisers
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 […]
Succession planning: what financial advisers need to consider
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 […]
The how-to guide for a productive “work from home” strategy
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 […]
Saving money top priority for South Africans – Good news for financial advisers
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 […]
FAIS Ombud settlements – An added education aid for financial advisers
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 […]
FAIS Ombud settlements – An added education aid for financial advisers
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 […]
Advisers add confidence to consumers
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 […]
