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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?

03 June 2015

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

Economic viability of financial planning practices

07 May 2015

The financial services industry landscape in South Africa is changing rapidly and in order to survive this change the industry needs to adapt accordingly.

Trying to solve the mystery of normal action

14 April 2015

Industry statistics have always been an interesting talking point as it allows advisers to take some time for self-reflection where they ask if they are acting in the same way as the statistics painted of the industry.

quick poll

Question

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

Answer

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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