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It is crucial that intermediaries assist pensioners with annuity options

01 August 2012

Current volatile market conditions mean that pensioners are under significant pressure to ensure that the real purchasing power in their retirement income does not decline. As such, when it comes to selecting the type of annuity they purchase, it is crucial that pensioners are informed about the risk associated with each option...

Steering advisers towards balanced funds

01 August 2012

With many of the big houses steering advisers towards balanced funds, the merits of investing in a fund that leaves the investment decisions to a professional are well known. Financial advisers should take note that not all Balanced Funds are the same...

A life stage approach is essential for successful investing

01 August 2012

The financial market turmoil resulting from the 2008/9 global financial crisis has had a significant impact on the world economy. Key political and financial decision makers have since struggled to stimulate regional economic growth while keeping debt and inflation in check. Your clients, meanwhile, must learn to invest for the “new normal”.

Rising education costs demand an “A+” for arithmetic

01 June 2012

Assisting your clients in planning to finance their children’s education often extends beyond a good high school placement or successful matriculation. To make their children’s dreams a reality, your client may have to fund a tertiary education too...

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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Listed property: A core holding in any balanced portfolio

01 June 2012

Immovable property shows up on the retirement fund investment radar

01 June 2012

Sensible advice for “near cash” investments

01 June 2012

Choosing the right unit trust for you client

01 June 2012

Asset managers get to grips with Regulation 28

01 June 2012

Is the current market volatility the new norm?

01 June 2012

2012 Budget makes the RA a powerful weapon

02 April 2012

The performance standard for collective investments

02 April 2012

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Magazine Archives FAnews & FAnuus / Investments

It is crucial that intermediaries assist pensioners with annuity options

Steering advisers towards balanced funds

A life stage approach is essential for successful investing

Rising education costs demand an “A+” for arithmetic

Listed property: A core holding in any balanced portfolio

Immovable property shows up on the retirement fund investment radar

Sensible advice for “near cash” investments

Choosing the right unit trust for you client

Asset managers get to grips with Regulation 28

Is the current market volatility the new norm?

2012 Budget makes the RA a powerful weapon

The performance standard for collective investments