Practice Management
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6 March 2025
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Selling a financial practice is much like selling a home—it requires careful planning to maximise its value and ensure a smooth transition. By preparing early and leveraging expert support, advisers can secure their financial future while protecting their legacy and the relationships they’ve built over years of dedication. -
17 January 2025
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Discretionary Fund Managers (DFMs) are transforming the advisory landscape by allowing financial advisers to focus on coaching and guiding their clients while delegating investment management and compliance tasks. -
11 November 2024
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A thoughtful succession plan safeguards your legacy, secures your clients' wellbeing, and ensures a smooth transition when the time comes. What are the common pitfalls advisers face when putting together a strategic succession plan in place to ensure the sustainability of their practice and the wellbeing of their clients? -
9 July 2024
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AI enhances business operations and client interactions, ensuring more face-to-face time with clients and better service delivery. It’s crucial to integrate AI thoughtfully, addressing ethical, legal, and practical considerations while maintaining the essential human touch in financial advising. -
1 July 2024
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New rules are coming for financial advisors in South Africa. The CoFI Bill will make sure advisors put clients first and follow stricter guidelines. Networks can offer compliance support, financial backing, and new technology. By working together, advisors can turn this change into an opportunity. -
7 September 2022
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Most of us don’t want to think about death or dying, so we continuously delay setting up this important document. National Wills Week takes place between 12 and 16 September 2022 in South Africa.
