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Why Every Hour and Rand Counts

What does it really cost to deliver advice? “Advisers who know their numbers are more empowered to justify their fees, charge appropriately, and move away from vague industry benchmarks that do not reflect the realities of their practice, says” Director at the FIA, Theoniel McDonald, CFP®, MBA. In this article, McDonald unpacks the numbers behind every client interaction, explores why they’re important and looks at how to structure a fee model.

Scaling Smart, Not Hard

Starting a brokerage is challenging, but so is growing it. It takes effective planning, a clear strategy, and a willingness to learn and adapt to an evolving business landscape. To stay competitive in a changing world, insurance brokers need to evolve too. Fanus Coetzee, CEO of Santam Broker Solutions, shares tips to help you expand into new markets without leaving your established clients behind.

The Living Years

In an era of medical advances and healthier lifestyles, the prospect of a longer life necessitates a re-evaluation of how we maintain our lifestyles in the face of potential disabilities or severe illnesses, says Gareth Friedlander, Deputy CEO, Discovery Life.

Thoughts From Our CEO

From the client’s appetite for risk to faith-based investing and ESG concerns, investment strategy can be influenced by many personal factors. This feature explores the human side of investing.

Investing Gets Personal

From the client’s appetite for risk to faith-based investing and ESG concerns, investment strategy can be influenced by many personal factors. This feature explores the human side of investing.

The Bigger Picture

Employee benefits and personal finance are often viewed and treated as separate entities, when in fact, they are just two parts of a bigger picture. This article explores the importance of looking at client finances holistically.

Sticking Together Like glu

There is a growing need to deliver more than traditional advice. Customers expect solutions that are not only efficient, but also empowering, alleviating the anxiety associated with financial decision making. It is no longer only about offering products; it is about leveraging innovative digital solutions to provide an engaging and convenient experience, writes Sibusiso Mbingo, Chief Information Officer at glu.

Risk And Reward

Mention risk management, and immediately, there is an association with a negative outcome: something that could derail a business and create financial or reputational damage. This may be true in the practical sense. However, says Sedick Isaacs, Head, Bryte Africa Takaful, it is crucial to appreciate that risk management can create significant business opportunities.

Leadership Summit calls for action, investment and inclusive growth

Building Trust in Africa was the central theme at the ASI Leadership Summit, hosted by ASI Financial Services. Held in Johannesburg and moderated by seasoned journalist Nompu Siziba, the event brought together key leaders, business minds, and innovators to unpack what trust means for Africa’s growth especially in areas like ethical leadership, inclusive business, financial services, and digital innovation.

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  1. APPLICATION OF TERMS
    • These terms and conditions (“Subscriber Terms”) apply to the subscription by any qualifying member of the South African Underwriting Managers Association NPC (“SAUMA”) to the services and benefits offered by FIA Services (Pty) Ltd (“FIA Services”) under the SAUMA affiliation arrangement (“Subscription”).

  2. NATURE OF SUBSCRIPTION
    • A Subscription under this arrangement:
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  1. ELIGIBILITY
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  1. SERVICES
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  1. FEES AND PAYMENT
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  1. TERMINATION
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  1. GENERAL
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