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Why value investing works – in a single chart

12 September 2019 | General

Investors unfamiliar with our philosophy may, reasonably enough, be wondering why they should adopt a value approach to investing and, greeted by an initial response of, say, ‘Because over the longer term it works’, might then equally reasonably enquire: ‘So why does it work?’ At which point, we would direct their attention to the following chart, which is, in essence, the North Star of value investing.

CPD - An opportunity for financial advisers to be on top of their game

02 September 2019 | General

Ever since Continuous Professional Development (CPD) became part of the Financial Sector Conduct Authority’s (FSCA) Fit and Proper Requirements (as required in Board Notice 194 of 2017, with effect from 1 April 2018), CPD compliance has become an inescapable reality for all financial services providers (FSP), key individuals and representatives such as brokers and financial intermediaries. However, following the FSCA’s decision to extend the deadline for meeting CPD requirements from 31 May to 31 July, there were many who questioned whether the entire CPD process was a toothless system.

1Life launches 1Life Vantage – a digital intermediary solution for life and investment financial advisors

26 August 2019 | General

1Life today announced the launch of their new digital intermediary solution for life and investment financial advisors – 1Life Vantage - aimed at enabling financial advisers to provide superior financial planning, product advice and ongoing product service to customers for long-term insurance and investment products.

Retirement income solutions - Advising your clients

20 August 2019 | General

Upon reaching retirement after a lifetime of saving, clients – together with their financial intermediaries – need to select the most suitable retirement income option for their needs. People are living longer and it is crucial that they take into account their health and personal circumstances to ensure the solution they select will provide a sustainable income for the rest of their lives.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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