At INN8, we have always been inspired by the wealth managers of the future – the financial visionaries who guide clients through new and uncertain times and act as trusted partners when things get hairy. Here’s why we are inspired by the adviser.
Continue readingOceans for Rivers
In early March, Georgina Smith and Kirsty Thompson will attempt to complete the False Bay crossing in an effort to raise funds for Swim for Rivers, a local NGO that was founded to highlight SA’s water crisis. Read more about how you can get involved and be a part of the challenge.
Continue readingThe Future of Advice
What does it take to build a business fit for the future? Find out on Tuesday, 24 August as PricewaterhouseCoopers’ Head of Digital, Riaan Singh, joins Head of Distribution and Sales, Georgina Smith to chat about the eight minimum requirements of success.
Continue readingFinancial Emigration: Out with the old, in with the new
1 March sees the introduction of new regulation for South Africans already living overseas or looking to move overseas. In a one-hour webinar, Georgina Smith chats to Tim Powell about how we got here and the likely motivations behind these decisions.
Continue readingProvident Annuitisation is Finally Here: Are Your Clients Ready?
Having first been tabled in 2012, the long-awaited changes to provident funds at retirement are finally upon us! Do you understand the impact these changes could have on your clients? Register now to engage directly so you can fully understand what T-day really means for you and your clients.
Continue readingConquering Fears Around Cape Point
As of end of July, INN8’s Head of Distribution, Georgina Smith, is one of 100 people to have swum around the treacherous Cape Point – but to her, it’s all about conquering fears.
Continue readingStaying Onside
How to Create a Great Team
How do you not only create a great team, but one that epitomises your business? In this fantastic introduction to team building, Head of Distribution, Georgina Smith, looks at the how and why with a more holistic view than usual.
Continue readingRDR & Cat 2 Licences – What’s on the Horizon?
In a continuation of our last RDR session, this hour-long webinar offers insight into the proposals regarding changes to the Cat 2 licence.
Georgina Smith, INN8’s Head of Distribution, is once again joined by Jennifer Anderson, our Head of Product, and they unpack the different types of investment management being tabled, how DFMs fit in, and if it’s likely that the Cat 2 requirements are going to get stricter.
For those advisers using a Cat 2 to sign client instructions, you may need what the regulator calls a “mandate for convenience” – and the duo helps you to understand what this means.
Continue readingRDR & Investments – What’s on the Horizon?
Are you up to speed with RDR papers published in December? Do you understand the impact they could have on your practice?
This June, join Georgina Smith, INN8’s Head of Distribution, as she chats to Jennifer Anderson, Head of Investment Platform and Communications, about the latest developments on all things RDR.
The one-hour crash course will cover the latest developments on all things RDR, from adviser categories and independence, licensing, model portfolios, and category 2 licenses, to gap filling and using products outside of your home group.
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