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Financial planning for millennials

14 June 2017

Statistics from Deloitte’s latest annual Global Millennial Survey reveals that 71% of South African millennials (those who have reached young adulthood in the early 21st century) expect to be better off than their parents when it comes to their finances. Due to this generation having a different mind-set compared to other generations, they need a different type of lifestyle financial planning.

Concerns and expectations for 2017

13 June 2017

The wave of legislative change hitting the insurance sector could alter the local insurance landscape. While others see this in a positive light, others believe it is complex and will be costly, leading many to find greener pastures elsewhere.

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.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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