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29 March 2024 Ethics

South Africa


The ethical use of social media in the financial advice arena

By Lee Rossini

In today's world, social media has become an indispensable tool for businesses to connect with their audience, including financial advice businesses. While the benefits of leveraging social media are evident, it is crucial for financial advisers to approach these platforms with ethical considerations in mind. In ...

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Ethical management and complaint handling – a guide for organisations

By James George

In the contemporary professional landscape, the importance of upholding ethical standards and efficiently managing complaints is paramount. As organisations strive to safeguard their reputations and cultivate a positive workplace ethos, the adept handling of ethical issues and grievances becomes a crucial facet of their operational integrity. This ...

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International


Working Smart

By Lee Rossini

A brand identity is an important factor in the success of a financial advice business; it is essential to be noticed in a competitive environment. Clients are becoming increasingly discerning about the businesses they trust with their financial well-being. Therefore, building a brand that resonates with your target audience is essential not only for attracting clients but also for fostering trust and credibility. Here are some guidelines on how you can successfully create a strong brand identity.

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