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Beneficiary funds – what planners should know

26 June 2015 | General

Beneficiary funds were introduced in January 2009, yet many pension fund trustees and financial advisers remain unaware or confused about their use and advantages. Fairheads Benefit Services believes that all financial advisers, especially those who advise on employer sponsored group life policies, should be aware of this important fiduciary service and investment product.

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

25 June 2015 | General

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

22 June 2015 | General

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

18 June 2015 | General

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.

quick poll

Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer