Wednesday, March 20, 2019

Advisers must adapt to survive: Citadel


Andrew Möller, Chief Executive Officer, Citadel, says that financial advisers need to deepen their relationships with their clients as well as pay attention to...

Financial services come last in latest global barometer

Edelman Intelligence reports that trust in the financial services industry is stalling after five years of steadily increasing trust after the global financial crisis....

Black-owned towing companies get a boost

Telesure Investment Holdings has teamed up with Firstassist to launch an initiative that will help black-owned towing companies to scale their businesses. The initiative...

MUA backs the wellbeing economy for growth

High-net-worth underwriter MUA Insurance Acceptances is working closely with financial advisers to promote the concept of a ‘wellbeing’ or ‘generative’ economy rather than a...

Advisers must play a more proactive role in clients’ lives

Head of Advice at Old Mutual Personal Finance, Lizl Budhram, says advisers need to help clients to navigate difficult and uncertain economic conditions in...