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Financial planning is a must-have

Financial planning is a must-have

25 February 2020

South Africans are indebted as they consistently depend on credit cards to pay for day-to-day expenses. This year’s State of the Nation Address (SONA) speech delivered by President Cyril Ramaphosa made mention of starting a sovereign wealth fund to “preserve and grow the national endowment of the nation”. The question most have is: How can people save while drowning in debt?

Wealth Management: From Floppy disks to Robo advisor

Wealth Management: From Floppy disks to Robo advisor

18 February 2020

The past decade will leave its mark as one of the most transformative times for mankind. It’s no surprise, we have witnessed a decade where self-driving cars have become a present-day reality, a drastic shift from using the 3 ½ inch floppy disks. This growth in technology has enabled and propelled the world into an era of exponential growth in technology.

Professional negligence…  caution for advisers

Professional negligence… caution for advisers

18 February 2020

It is a settled principle of law in South Africa that, a person who undertakes to provide professional services to a client, impliedly undertakes that, in the execution of their mandate, they will exercise reasonable care and diligence. Should they negligently fail to exercise the required degree of care and diligence, Siyabonga Mathe, Associate Designate at Norton Rose Fulbright South Africa said the client is entitled to damages for breach of contract.

2020 set to bring its own set of challenges and opportunities

2020 set to bring its own set of challenges and opportunities

10 February 2020

The year 2020 marks the start of a new decade, bringing with it its own set of challenges and opportunities. With this, FAnews spoke to a few industry experts to share their views on what 2020 and the new decade will bring to the short and long term industry.

quick poll
Question

How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

Answer
GCI provides solution for emigrating financial advisors

GCI provides solution for emigrating financial advisors

06 February 2020
5 ways Santam helps intermediaries get CPD savvy

5 ways Santam helps intermediaries get CPD savvy

31 January 2020
What customers want… are we getting this right?

What customers want… are we getting this right?

29 January 2020
Broker Portal, Coface’s new digital interface for its brokers

Broker Portal, Coface’s new digital interface for its brokers

07 January 2020
Understanding the psychology behind retirement

Understanding the psychology behind retirement

09 December 2019
How your client’s longer life impacts portfolio construction

How your client’s longer life impacts portfolio construction

28 October 2019
Connecting with a new generation of investors

Connecting with a new generation of investors

17 October 2019
An intensive visit could await you… be prepared

An intensive visit could await you… be prepared

03 October 2019