Newsletters 2021

January 2021

2021… respond, recover and thrive - Straight Talk - 12 January 2021
The broker’s dilemma - Featured Article - 13 January 2021
Advice or bust - 14 January 2021
A fraudulent claim - 18 January 2021
Brokers stumble at the usual hurdles - 19 January 2021
Savers bet on collective investments - 20 January 2021
Serious as a data breach: Another POPI ‘Call to Arms’ - 21 January 2021
Rule 19 and the replacement advice record - Straight Talk - 26 January 2021
Section 59 findings under the spotlight - 27 January 2021

February 2021

Brokers experienced 18% drop in revenue - 1 February 2021
Will brokers survive NHI? - Straight Talk - 2 February 2021
A broker by any other name - Featured Article - 3 February 2021
The big picture on SA’s debt - 4 February 2021
Cryptocurrency not immune from greed - 8 February 2021
Tax compliance or jail - 9 February 2021
A risk-roadmap for greater broker intuition - 10 February 2021
What’s inside… FAnews Magazine February 2021 - 11 February 2021
Shapiro’s snapshot of the South African economy - 15 February 2021
Can brokers fault the regulator’s BI view? - Straight Talk - 16 February 2021
Optimal asset allocation for your clients - 17 February 2021
A spate of regulatory amendments - 18 February 2021
A third wave for winter - Featured Article - 22 February 2021
The life insurer love affair - 23 February 2021
Keeping your tax affairs clean - 24 February 2021

March 2021
A brave new world - 1 March 2021
FIA weighs in on NHI, healthcare brokers and medical schemes - Straight Talk - 2 March 2021
Robo-advice the least of brokers’ concerns - 3 March 2021
A T-day dividend in store for brokers - 4 March 2021
An eye opener for many of us - 8 March 2021
Build back better - 9 March 2021
Insurer innovation lags the car-use revolution - 10 March 2021
The bitcoin bonanza - 11 March 2021
A dozen risks for brokers to navigate, part 1 - 15 March 2021
A half-trillion reasons to love insurance - Featured Article - 17 March 2021
Liability, transparency, TCF and cybercrime - 18 March 2021
The true cost of business interruption - 23 March 2021
Advisers have their work cut out for them - 24 March 2021
What can product providers do to add value to your advice practice? - 25 March 2021
Nothing is more important than the price you pay - 29 March 2021
A dozen risks for brokers to navigate, part 2 - 31 March 2021

April 2021

Insurers need to offer customers more - 1 April 2021
Brokers be warned… Group risk premiums set for take-off - Straight Talk - 6 April 2021
The onus of proving a claim under lockdown - Featured Article - 7 April 2021
A sobering death claim experience - 8 April 2021
The cost of free everything - 12 April 2021
Financial services increasingly overregulated - 13 April 2021
Four valuable lessons for investing clients’ savings - 14 April 2021
What’s inside… FAnews Magazine February 2021 - The Stage - 15 April 2021
Investment themes to give advice by - 19 April 2021
Do we have immunity from liability? - 21 April 2021
Investing clients’ cash for good - 22 April 2021
Brokers must gear up - 28 April 2021
Anxiety cost your clients R100 million in 2020 - 29 April 2021

May 2021

A revenue windfall awaits tech-savvy brokers - 3 May 2021
Is it too early for predictions? - 4 May 2021
Schooling your clients on pet liabilities - 5 May 2021
The power of thematic investing - 6 May 2021
Beneficiary funds, trusts and divorce - 10 May 2021
Death or divorce… how best to split assets - 11 May 2021
The bull case for SA equities - 12 May 2021
The R3 billion tax question - Straight Talk - 13 May 2021
Getting a jump start on a successful retirement - 17 May 2021
Sense from nonsense: Seeking the illusive truth in motor claims - Featured Article - 18 May 2021
Best of both retirement annuities - 19 May 2021
Defamation and social media: a liability perspective - 20 May 2021
Declined claims the biggest cause of complaints - 25 May 2021
Financial services giant backs advice-led strategy - 26 May 2021
Educate your clients; the banks cannot protect them! - 28 May 2021
D&O cover crucial during tough economic times - Straight Talk - 31 May 2021

June 2021

A decade perfecting behaviour-based insurance - Featured Article - 2 June 2021
Life insurers step up for brokers’ clients - 3 June 2021
It’s been a challenge for advisers - 4 June 2021
Medical schemes under fire, yet again… - 7 June 2021
Yet another RA investor cries foul - 8 June 2021
Employee benefits for Africa - 9 June 2021
The coffers of the wealthy - 10 June 2021
Beware the CPI trap! - 14 June 2021
An update on the regulatory front - Straight Talk - 17 June 2021
Cough up… Why your clients owe Treasury 7000 Big Macs, each - 18 June 2021
Your clients can profit while putting the environment first - 21 June 2021
A ‘capital light’ strategy to refocus on advice - 22 June 2021
Increase in claims and regulatory enquiries - 23 June 2021
Insurers manage to navigate through COVID-19 - Straight Talk - 24 June 2021
Financial advice a game changer in battle for preservation - Featured Article - 25 June 2021
The four things South Africa Inc must do, now… - 28 June 2021
Brokers could turn to agriculture for growth - 29 June 2021
In the grand scheme of things - 30 June 2021

July 2021

Rotten retirement ranking shakes SA financial planners to the core - 1 July 2021
‘Brokers’ note: Your clients want to buy risk cover’ - Straight Talk - 5 July 2021
Five regulatory discussion points for brokers to keep an eye on - Featured Article - 6 July 2021
Hardening market… a challenging environment - 7 July 2021
Another day, another digital currency scandal - 8 July 2021
And that is why brokers get the benchmark thing wrong… - 12 July 2021
ESM Model: The best risk mitigation advice for individual clients - 13 July 2021
Cry the beloved country; South Africa, our land! - 14 July 2021
Your clients cannot expect JIT insurance cover - 15 July 2021
An unexpected intersection between group risk and cyber cover - 19 July 2021
Your clients get another layer of protection - 20 July 2021
No easy answers for those who need to ride out the trends - 21 July 2021
The conundrum facing insurers - 22 July 2021
D&O risks and the implications - 26 July 2021
The clock is ticking…- 27 July 2021
Medical schemes in uncharted territory - 28 July 2021
Burning banknotes is bad for climate change too - 29 July 2021

August 2021

Trust… Make or break for brokers, insurer and UMAs - Straight Talk - 2 August 2021
Intermediaries… be aware - 3 August 2021
On lockdown, unrest and insurance - Featured Article - 4 August 2021
Nowhere to hide… Advice for your crypto-clients - 5 August 2021
My kingdom for a professional marine insurance broker - 10 August 2021
Get your slice of the world’s US$7 trillion insurance market - 11 August 2021
The onus of proving recklessness - 12 August 2021
Oh how we long for Sun City, 2019… - 17 August 2021
It is the politics, stupid… - 18 August 2021
Risky business… The latest on risk, risk profiling - 19 August 2021
Tech everything risks alienating insurance employees - 23 August 2021
Two buckets to help your clients with financial bailouts - Featured Article - 24 August 2021
Insurance innovation with a cryptocurrency flavour - 25 August 2021
Help me to help you… Get to grips with you client’s money mindset - 26 August 2021
A woman’s voice… a defining moment in history - 30 August 2021
Introducing the unclaimed benefits super fund… - 31 August 2021

September 2021

A vaccination request too far? - 1 September 2021
Human-led advice deals AI a knock-out blow - 2 September 2021
Two-buckets versus the 12% NSSF malarkey - 6 September 2021
Record life claims confirm value of financial advice - 7 September 2021
From product, to service, to experience - 8 September 2021
Four retirement fund supervision truths - 13 September 2021
Brokers will steer the future risk narrative - 14 September 2021
Seven mortality accelerators to rule them all - 15 September 2021
Risks that did not exist a decade ago - 16 September 2021
The tumultuous rand and financial emigration - 20 September 2021
FSCA: Do not say we did not warn you - 21 September 2021
Can coal-fired anything survive climate change? - Straight Talk - 22 September 2021
Over 500 days of lockdown… the trends are manifesting - 23 September 2021
The big bucks bonanza in Corporate Karma - 27 September 2021
Advice gems from a product provider perspective - 28 September 2021
Scale plus independence; a win-win for advice practices - 29 September 2021
Was the advice appropriate? - 30 September 2021

October 2021

Investing at the tipping point - 4 October 2021
How would you tackle the financial advice challenge? - 5 October 2021
Opportunities in SA’s retirement dilemma - Straight Talk - 6 October 2021
Some brokerages are not adapting - 7 October 2021
The human side of advice practice mergers & acquisitions - 11 October 2021
Insurance brokers: Between a rock and a hard place - 12 October 2021
How prepared are you, for risks of the future? - 13 October 2021
Finally, local equity is lekker again - Featured Article - 14 October 2021
Toughest period for financial advice in many years - 18 October 2021
SCA rules on BI indemnity period - 19 October 2021
Protect your income first - 20 October 2021
Strong leadership can drive an SA Inc turnaround - 21 October 2021
What the Phygital?! Quick wins from hybrid advice - 25 October 2021
Take care when wielding regulatory power - 26 October 2021
Brokers rise up! Your challenge, should you accept, is… - 27 October 2021
There may be a silver lining - 28 October 2021

November 2021

Clients first, always - 2 November 2021
Should this have been stated in the policy? - 3 November 2021
COFI? Still percolating… - 4 November 2021
The eight-factor retirement outcomes lesson - 8 November 2021
Knowing the “what” is not enough anymore - 10 November 2021
Insurers grapple with evolving pandemic risk - 11 November 2021
Regulation 28, 29, 30: The nth Amendment - Featured Article - 16 November 2021
Goldilocks and the stagflation threat… - 17 November 2021
14.9 billion reasons to pay riot claims - 18 November 2021
Incorrect information provided by a broker - 22 November 2021
Inflation dominates the onshore, offshore equity debate… - 23 November 2021
Around the global economy in eight minutes - 24 November 2021
4-in-a-thousand pension funds do pass muster - 25 November 2021
Brokers… Post this at your peril - 29 November 2021


December 2021

Magnitude of changes should not be underestimated - 1 December 2021
ANC take note… 3 golden rules for economic growth - 2 December 2021
A huge misperception exists - 6 December 2021
Onus of proof on a balance of probability - Featured Article - 7 December 2021
The #1 question clients ask their brokers - Straight Talk - 8 December 2021
Insights into how the industry is evolving - 9 December 2021
Not so much bull in the China equity shop! - 13 December 2021
Onus to substantiate rejection of a claim - 14 December 2021