By: Almo Lubowski, Strategist, Author, Coach & Speaker Financial planners need to remember they have a skill that people desperately want and need but they don’t trust the traditional …
The Role of Technology in Future-Proofing your Business
By: Robyn Clay and Nina Lowes from Linktank Linktank partners with financial services providers, financial planners and technology providers tounlock the full power of technology in their …
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Integrating Coaching into your Financial Planning practice
By: Mary J Fourie, Lifestyle Financial Planning Coach How do you coach clients in order to meet their financial goals whilst supporting financial planning behaviour? In order to answer the …
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Creating an insurance strategy
By: Steyn McDowall, Indwe Executive Director: Business & Specialist Insurance Insurance, at its essence, is a source of finance to pay for losses, when they occur. In theory, the …
Offshore investing: Direct offshore or feeder funds – which should I choose?
Colin Archibald, Regional Manager at Glacier International Offshore investing has been in the spotlight again recently, but diversifying your portfolio across regions, currencies and industries has …
Increased exposure to infrastructure could be good for retirement savers
By: Prabashini Moodley, Managing Director: Old Mutual Corporate Retirement savers’ already limited local investment universe has diminished even further with the …
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