A fresh perspective on the value of compliance ft. Julie Anley – S3E39
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A fresh perspective on the value of compliance ft. Julie Anley – S3E39

a fresh perspective on the value of compliance and will make you rethink its role.

Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38
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Are you prepped and ready for the COFI Act ft. Anton Swanepoel – S3E38

The COFI Bill (Conduct of Financial Institutions) aims to significantly streamline the legal landscape for conduct regulation in the financial sector, and to give legislative effect to the market conduct policy approach.

Important considerations when getting a virtual assistant ft. Henry Walton – S3E36
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Important considerations when getting a virtual assistant ft. Henry Walton – S3E36

A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.

Adapting to the new world of financial advice and wealth management – S3E34
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Adapting to the new world of financial advice and wealth management – S3E34

A discussion about adapting to the new world of financial advice and wealth management

The Power of Outsourcing to Get Your Time Back – S3E32
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The Power of Outsourcing to Get Your Time Back – S3E32

We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.

hands typing on laptop keyboard
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The right learning for financial advisers

When it comes to learning for financial advisers, you will find a variety of offerings and solutions. Especially with the CPD requirements announced in BN194 of 2017 that financial planners and advisers must adhere to if they want to keep their license to provide advice and intermediary services. Regulatory requirements often create an environment where…