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The FSBs engaging approach to regulation

30 May 2017

If there has been one constant source of concern for intermediaries in the industry, it has been regulation. Intermediaries often have to guess what the regulator is doing and when they will implement the pieces of legislation that they consistently talk about.

Retail Distribution Review: a positive outcome for South African financial planners

30 May 2017

The implementation of Retail Distribution Review (RDR) holds potential for increased income, financial planners heard at the Discovery Financial Planning Summit in Sandton today.

What happens if your client goes insolvent?

22 May 2017

Financial pressure is a reality in South Africa. It is possible to have a client who once was wealthy, but as a result of a divorce, or bad business decisions or other factors is suddenly not anymore. What are the consequences of the client’s policies and investment if the worst should happen and your client goes insolvent?

Financial planning in tough economic times

26 April 2017

Ratings agencies Fitch and Standard & Poor’s decisions to downgrade South African credit to junk status should not come as a surprise, says Gavin Mofsowitz, Senior Financial Planner at Alexander Forbes Financial Planning Consultants, but what does it mean from a financial planning perspective?

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

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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