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Simplicity is a real hard nut to crack

01 August 2017 | In the news

In the world of product innovation, are we getting it right? In essence, keeping things simple during product development is counter intuitive and more difficult than it sounds.

A debate shared by IFAs all over the world

01 August 2017 | In the news

In previous publications over the past year we have discussed the extent to which Independent Financial Advisers (IFAs) all over the world are increasingly debating very similar issues. Many advisers would no doubt be aware of the following discussions:

Corporate credit – a viable alternative to cash

01 June 2017 | Features / Profiles

Saul Doctor of JP Morgan, in a report titled What Your Great-Grandfather Should Have Bought: Analysing a Century of Asset Returns, came to the fascinating conclusion that on a risk-adjusted basis, corporate credit outperformed the other asset classes (government bonds, equities and gold) for the period 1919 – 2009.

Allan Gray launches competitive fund

01 June 2017 | Features / Profiles

The South African retirement industry (excluding the government pension fund) manages assets of around R1.8 trillion.

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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