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What to consider when building a model portfolio

09 May 2018

Financial planners with a FAIS (Financial Advisory and Intermediary Services) Category 1 licence have a duty to recommend suitable investment options to each investor on their books. However, with more than 1500 South African unit trust funds registered with the Financial Sector Conduct Authority (FSCA), identifying which funds are viable is a time consuming task, and cuts into valuable client servicing time. So how can financial planners build a unique portfolio based on the investor’s needs without jeopardizing their client relationship?

Where does the smaller broker fit in?

23 April 2018

National Treasury recently published draft regulations regarding the collection of premiums by intermediaries.

The magic duo in financial planning : Man and machine

12 April 2018

Technology is changing the playing fields in business – and in the financial planning environment in particular, can allow intermediaries to enhance their business operations and their client engagement. On the other hand, the human element is similarly important – for insight, holistic thinking and a trusted relationship. Optimally combining the two, in a well-considered and complementary way, can mean greater efficiency, greater productivity and more satisfied clients. But the key is to get it right. This is according to Jacques Coetzer, General Manager of Sanlam Broker Distribution.