Developing your advice business
We are committed to ensuring that you receive the support you need to maintain your independence and grow your business. Here we provide insights on how to develop your business and adapt your advice model in a changing world.
Articles in "Developing your advice business"
Navigating the ethical side of client data management
Financial advice businesses are increasingly leveraging technology to yield economic gains and operational efficiencies. However, progress in technology...
Providing long-term value for your clients in a fast-changing world
At the recent Humans Under Management conference hosted in Cape Town, industry experts covered a range of topics, with a broad theme of how financial adviser...
Aspiring towards service excellence
In honour of Assistants’ Day, Mishka Gamiet, business development manager, hosted a webinar with training facilitator, Sumaya Sarlie, and business analyst,...
How to optimise value in your client proposition
Creating value for your clients over the long term goes beyond recommending financial products and designing financial plans. Your value as a financial advis...
Allan Gray business update
Since the last Allan Gray business and investment updates, we have made some changes to our local and offshore investment platforms.
Principles for succeeding with ethical decision-making
Embedding ethical considerations into decision-making processes means striking the delicate balance between doing what is good for you and your business and...
Lessons for thriving as a next generation adviser
A new generation of young independent advisers are entering the industry and they face a unique set of challenges along their journey to establishing...
The importance of ethics for business
Given the nature of their work, most financial advisers are acutely aware of their ethical responsibilities when it comes to dealing with clients. However, t...
Part 4: The ins and outs for developing a succession strategy
In the final part of the series, Daniel van Andel, head of IFA Proposition, discusses some of the steps to take to start developing an effective succession...
Part 3: How to find a suitable successor or buyer
Finding the right person or entity to succeed you is critical for ensuring that you leave a legacy, while paving the way for a smooth transition for your...
Part 2: How to determine the value of your business
Getting your business valued is an important step towards planning for succession. Daniel van Andel, head of IFA Proposition, unpacks the ways advice...
Part 1: Understanding your options for succession
Global and local trends reveal that very few financial advisers have a clear plan as it relates to continuity and retirement from the industry. In the absenc...
How to protect your advice practice from cybercriminals
Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar,...
Manage the investor not the investment
In the spirit of World Financial Planning Day on 2 October and Financial Planning Week, which takes place from 7 to 11 October, is it time to review the way...
