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Challenges can become opportunities

19 September 2017 | General

Since the beginning of the year, South Africa has been through a proverbial roller coaster when it comes to the economic environment that the country finds itself in.

Deliberately adding value

05 September 2017 | General

Innovation is the deliberate change or manipulation of a product or service in response to changing dynamics within the industry or changing client demands.

A roadmap for the advisory process

04 September 2017 | General

In the current low growth environment, financial advisers have a key role to play in terms of guiding their clients to make the right financial choices so that they can achieve their investment goals. From overcoming emotional bias to encouraging better savings behaviour, making sure the asset allocation within an investment portfolio is correct and choosing the right asset manager, the financial adviser’s role has shifted significantly from what it was ten years ago. These were just some of the issues discussed at the inaugural Discovery Investment Forum last month, where advisers heard from both Discovery Invest as well as external Discovery partners.

Now is the adviser’s time to shine

22 August 2017 | General

A new dawn is approaching for the financial services industry. After years of drafting the regulation which will govern the industry in the future, National Treasury is finally ready to make the changes which will promulgate the introduction of Treating Customers Fairly (TCF) and the Retail Distribution Review (RDR) into the industry.

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

View the Results