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Develop your advice model of the future

01 October 2014 | Practice Management

The core of any financial adviser’s business model should be the client. In this first of a two articles series we will look at the strategies for future financial advice. To understand the advice model of the future advisers will need to understand the evolving needs of their clients in the next ten years.

Health demarcation… the never ending story

01 October 2014 | Healthcare

The reason that the Council for Medical Schemes (CMS) has pushed the demarcation issue so vehemently is the assumption that gap cover undermines the existence of medical schemes.

Retirement savings – a simple solution

01 October 2014 | Retirement

In the drive for profit, companies that offer retirement solutions have made saving for retirement unnecessarily complicated and costly. National Treasury addressed this issue in its technical discussion paper Charges in South African Retirement Funds, and argued that reducing the costs associated with retirement savings would have the effect of increasing net retirement savings.

Living longer...

01 October 2014 | Retirement

Clients battle to get their heads around the future capital amount they need to provide income from, especially when provision for inflation after retirement is included in the calculations.

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

Retirement income shake up

01 October 2014 | Retirement

Understanding the mortality credit

01 October 2014 | Retirement

Giving people the power to save

01 October 2014 | Life

Underwriting – not too difficult

01 October 2014 | Life

A jack of all trades: the role of the multi-manager

01 October 2014 | Investments

Understanding the unit trust universe

01 October 2014 | Investments

A world of change

01 October 2014 | Features / Profiles

Claiming from new owners, old owners debts

01 October 2014 | Prof Robert Vivian

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Magazine Archives FAnews & FAnuus

Develop your advice model of the future

Health demarcation… the never ending story

Retirement savings – a simple solution

Living longer...

Retirement income shake up

Understanding the mortality credit

Giving people the power to save

Underwriting – not too difficult

A jack of all trades: the role of the multi-manager

Understanding the unit trust universe

A world of change

Claiming from new owners, old owners debts