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A career that is worth pursuing

03 February 2014 | Features / Profiles

It has been almost five years since starting my career as a practicing financial planner. On my first day at a well-known advisory company, I distinctly recall our Director asking us, the newly employed financial planners, to tell him what the company will be paying us for. I noticed my four co-entrants to the internship program immediately raising their arms. One of my colleagues had an investment management background, and believed that we were compelled to help clients select the right investment solutions. The other believed that we were there to educate clients about proper financial planning. Believing that I had a very crude, yet realistic idea of what the job would actually entail, I answered that we were there to sell policies. We all chuckled. Although neither of the responses were wrong, it was not what our speaker had in mind. He told us that we were there to build relationships. And how right he was!

A simple formula for success

03 February 2014 | Features / Profiles

The South African financial services industry is going through some major changes. New pieces of legislation, as well as the previous outlook of advisers, has shaped the current changes in the industry and will have a significant role to play in the industry’s future development.

The best of FAnews Online

03 February 2014 | Features / Profiles

From Monday to Thursday every week, FAnews publishes an e-newsletter dealing with news and events relevant to stakeholders in the financial services industry. Our readers are intimately involved with financial services products, compliance and advice and have strong views on issues that affect them. The Best of FAnews.co.za is a magazine feature in which we highlight a popular newsletter published online in the past 60 days. We rehash the core argument presented in the newsletter before considering some of the views raised via our reader comments.

The end of filing annual tax returns

03 February 2014 | Prof Robert Vivian

Every year, millions of taxpayers are compelled to file tax returns. This article suggests a way to dispense with this unnecessary practice. In the vast majority of cases, the reason for this practice is no longer clear.

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

Challenges, opportunities and the future - a reinsurers’ view

03 February 2014 | Features / Profiles

Regulation… the road for 2014

03 February 2014 | Features / Profiles

Industry acceptance growing as STRIDE gains momentum

03 February 2014 | Features / Profiles

Challenges, opportunities and the future: a short-term view

03 February 2014 | Features / Profiles

Skill shortage remains a challenge

03 February 2014 | Features / Profiles

All systems go as the FIA gears up for an exciting 2014

03 February 2014 | Features / Profiles

Improving the industry… product by product

03 February 2014 | Features / Profiles

Rating agencies – an important link in the chain

03 February 2014 | Features / Profiles

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Magazine Archives FAnews & FAnuus

A career that is worth pursuing

A simple formula for success

The best of FAnews Online

The end of filing annual tax returns

Challenges, opportunities and the future - a reinsurers’ view

Regulation… the road for 2014

Industry acceptance growing as STRIDE gains momentum

Challenges, opportunities and the future: a short-term view

Skill shortage remains a challenge

All systems go as the FIA gears up for an exciting 2014

Improving the industry… product by product

Rating agencies – an important link in the chain