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The changing role of the financial adviser

The changing role of the financial adviser

01 April 2014 | Employee Benefits

The benefit structures of retirement funds are changing as retirement reform puts pressure on trustees to focus on the retirement outcomes of fund members and to offer them default investment solutions, default preservation options and default annuity solutions.

Lump sum life cover: increasing beneficiary risks?

Lump sum life cover: increasing beneficiary risks?

01 April 2014 | Life

If your client is responsible for others, he/she needs life insurance. This ensures that when they die, their beneficiaries will be financially protected.

When fear grips the market

When fear grips the market

01 April 2014 | Investments

Many investors believe that the two emotions mostly responsible for market movements are fear and greed.

Promotion and protection of investment bill, 2013: is protection afforded?

Promotion and protection of investment bill, 2013: is protection afforded?

01 April 2014 | Investments

The object of the Promotion and Protection of Investment Bill (the Bill) is to provide a legislative framework for the protection of investors, the promotion of investment and to achieve a balancing of the rights and obligations that apply to all investors. It is designed to treat all investors equally, irrespective of whether the source of the investment is foreign or domestic.

quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
LISPs need to provide solutions, not products

LISPs need to provide solutions, not products

01 April 2014 | Investments
The impact of Gap cover on PMB compliance and schemes design

The impact of Gap cover on PMB compliance and schemes design

01 April 2014 | Healthcare
Reducing medical aid costs: curative vs preventative health models

Reducing medical aid costs: curative vs preventative health models

01 April 2014 | Healthcare
Embracing big data as a game changer

Embracing big data as a game changer

01 April 2014 | Technology
Client engagement – a top priority

Client engagement – a top priority

01 April 2014 | Practice Management
Evolution of the insurance landscape

Evolution of the insurance landscape

01 April 2014 | Regulatory
Adjusting short-comings within SAM

Adjusting short-comings within SAM

01 April 2014 | Regulatory
Mandatory motor vehicle insurance – a saving grace?

Mandatory motor vehicle insurance – a saving grace?

01 April 2014 | Risk Management