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"

Part 4: The ins and outs for developing a succession strategy

By Tyrone Brand on 30 Nov 2020

reading time: 4 mins

In the final part of the series, Tyrone Brand, Allan Gray distribution development specialist, discusses some of the steps to take to start developing an...

Part 3: How to find a suitable successor or buyer

By Tyrone Brand on 24 Nov 2020

reading time: 6 mins

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

By Tyrone Brand on 16 Nov 2020

reading time: 7 mins

Getting your business valued is an important step towards planning for succession. Tyrone Brand, Allan Gray distribution development specialist, unpacks the...

Part 1: Understanding your options for succession

By Tyrone Brand on 04 Nov 2020

reading time: 8 mins

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

By Werner Lunow on 29 Jul 2020

reading time: 4 mins

Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar,...

Leveraging technology to bring value-add to your advisory practice

By Nic da Silva on 30 Jun 2020

reading time: 2 mins

Technology has never played as crucial a role in the day-to-day running of a business as it does currently in the wake of the COVID-19 pandemic.  In a recent...

Manage the investor not the investment

By Kevin Feather on 26 Sep 2019

reading time: 7 mins

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...

Categories

Companies

Markets & economy

Retirement

Local investing

Offshore investing

Personal investing

Investment insights

Corporate citizenship

ESG

Developing your advice business

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.

Australia Namibia Botswana South Africa