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Retail Distribution Review: a positive outcome for South African financial planners

30 May 2017 | General

The implementation of Retail Distribution Review (RDR) holds potential for increased income, financial planners heard at the Discovery Financial Planning Summit in Sandton today.

What happens if your client goes insolvent?

22 May 2017 | General

Financial pressure is a reality in South Africa. It is possible to have a client who once was wealthy, but as a result of a divorce, or bad business decisions or other factors is suddenly not anymore. What are the consequences of the client’s policies and investment if the worst should happen and your client goes insolvent?

Financial planning in tough economic times

26 April 2017 | General

Ratings agencies Fitch and Standard & Poor’s decisions to downgrade South African credit to junk status should not come as a surprise, says Gavin Mofsowitz, Senior Financial Planner at Alexander Forbes Financial Planning Consultants, but what does it mean from a financial planning perspective?

Why brokers need to give suitable advice

10 April 2017 | General

Where customers receive advice, the advice rendered must be suitable and take into account the circumstances of the customers. Treating Customers Fairly (TCF) has 6 outcomes that aim to ensure the fair treatment of clients, and delivering suitable advice is outcome 4 and a key component of TCF.

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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