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Regulatory hurdles to conquer in 2015Regulatory hurdles to conquer in 2015

Regulatory hurdles to conquer in 2015Regulatory hurdles to conquer in 2015

25 June 2015

Regulatory change and the challenges that it presents have been a key topic of discussion in the industry for some time. Concisely, it is assumed that larger financial institutions that are better equipped with resources, compared to smaller, less equipped businesses, will manage the hurdles that 2015 will bring in terms of regulation.

Surfing the waves of change

Surfing the waves of change

22 June 2015

FAnews recently received an interesting opinion piece from Hylton Kallner, Chief Marketing Officer at Discovery where he provided key insight into regulatory updates and changes in consumer behaviour to geopolitical factors that influence society. He also focused on the different dynamics at play in the industry today which makes the environment more competitive and volatile.

Supporting critical principles in the wealth space

Supporting critical principles in the wealth space

18 June 2015

Regulatory change was again the key topic of discussion at PSG’s Annual Conference. Filled with a jam-packed programme that boasted a variety of speakers, Jeremy Maggs, Journalist and key note speaker, facilitated a discussion with wealth panelists Adriaan Pask, Chief Investment Officer at PSG Wealth; Ronald King, Head of Technical Support Services at PSG Wealth; Riaan Strydom, Financial Planner at PSG Wealth in Port Elizabeth (and winner of PSG Financial Planner of the Year 2015) as well as Jaco van Tonder, Adviser Services Director at Investec Asset Management, who all shared their thoughts with financial advisers and product providers on the approach to regulatory change and the challenges that lie ahead.

Advisers are you growing with the flow?

Advisers are you growing with the flow?

03 June 2015

Gaining credibility places many higher demands and sets a benchmark and a goal for others to aspire to.

quick poll
Question

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

Answer
Economic viability of financial planning practices

Economic viability of financial planning practices

07 May 2015
Trying to solve the mystery of normal action

Trying to solve the mystery of normal action

14 April 2015
Improve your understanding to help clients move towards active management

Improve your understanding to help clients move towards active management

07 April 2015
Unpacking SA’s financial adviser environment

Unpacking SA’s financial adviser environment

31 March 2015
INSETA launches broker development programme

INSETA launches broker development programme

24 March 2015
Brokers need to ensure client's personal information is kept safe

Brokers need to ensure client's personal information is kept safe

18 March 2015
Why you need financial advice

Why you need financial advice

16 March 2015
How to make a graceful (and profitable) exit

How to make a graceful (and profitable) exit

05 March 2015