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Category: Featured Articles

Don’t Fire The Doorman!

As our industry becomes increasingly automated, we must remember that connection is just as important as convenience. And while digitalisation certainly has its place, the real value lies in striking a balance.

Pricey Heists

What intermediaries should know about insuring assets with history, heritage, and legacy.

Mind The Innovation Gap

The South African intermediary sector doesn’t exist in a vacuum. Many of the changes facing the risk landscape are global phenomena and we have a lot to gain from collaborating with our colleagues in other countries. By working together, we can move the industry forward around the world.

Prospecting, Leadership, and the Shift We’re Seeing in Financial Planning Businesses

One of the most consistent themes that comes up in conversations with financial planning business owners is prospecting. It surfaces in different ways and at different stages of a business’s growth, but it rarely disappears entirely. That persistence is worth paying attention to, because it suggests that prospecting challenges are not simply a function of individual effort or motivation, but something more structural within how many businesses are designed and led.

Cyber Quarterly

As we mark the close of the first quarter of the 21st century, the digital landscape has undergone seismic shifts, reshaping how we live, work and protect ourselves. From the scramble to secure remote access during the Covid-19 pandemic to the rise of generative AI and deep fakes, cybersecurity has evolved from a niche concern to a cornerstone of resilience.

Who’s Got Your Back?

Even the best brokers need a backup plan. Here’s how brokers can insure their own financial health (before it’s too late).

Dawn Of A New Era

From COFI to cybersecurity and Omni-Risk Returns, 2026 is shaping up to be an eventful year for financial planners. Here’s what to expect, so you can be prepared.

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