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Coach your client to achieve financial certainty

01 August 2014 | Retirement

How much do I need for retirement? This is one of the questions clients constantly ask, in conjunction with am I on track and how long will my money last? All of which revolve around the same theme: financial certainty.

Living annuities : the debate continues

01 August 2014 | Retirement

It was intriguing to read a recent Business Day article headlined NUM Warns Treasury On Pensions. In the article the National Union of Mineworkers (NUM) warned of a high possibility of strikes and protests, should Treasury proceed with its retirement reform plans.

Retire another day Mr Bond?

01 August 2014 | Retirement

Otto von Bismarck defined 65 as the ideal retirement age in 1850. This was done when most people died in their 40's. If we followed Von Bismarck’s reasoning, today's equivalent age would be 103. Are we as an industry on the same page?

Risky moves...

01 August 2014 | Investments

An investment process that is focused on risk budgeting involves closely managing the asset class, sector, individual instrument and theme risks in the context of an overall investment portfolio. Sufficient diversification of the various independent alpha drivers helps to manage the risk of a material drawdown and avoid permanent destruction of the capital.

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

Risky moves...

01 August 2014 | Investments

Thirty percent chance of rain

01 August 2014 | Investments

Social Media: can it really generate sales and business?

01 August 2014 | Technology

Compliance as easy as ABC

01 August 2014 | Compliance

Following the flock

01 August 2014 | Regulatory

Adapt or fail

01 August 2014 | Regulatory

Are we prepared to refocus our outlook?

01 August 2014 | Practice Management

Make risk control as automatic as a weather check

01 August 2014 | Risk Management

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Magazine Archives FAnews & FAnuus

Coach your client to achieve financial certainty

Living annuities : the debate continues

Retire another day Mr Bond?

Risky moves...

Risky moves...

Thirty percent chance of rain

Social Media: can it really generate sales and business?

Compliance as easy as ABC

Following the flock

Adapt or fail

Are we prepared to refocus our outlook?

Make risk control as automatic as a weather check