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Newsletters 2021

01 January 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




 

 

 

 

 

 

 

 

Quick Polls

QUESTION

Which aspect do you think is most critical for the future success of financial advisory firms?

ANSWER

Embracing technological advancements
Rethinking fee structures
Focusing on inter-generational wealth transfer
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FAnews June 2024 Get the latest issue of FAnews

This month's headlines

Understanding prescription in claims for professional negligence
Climate change… the single biggest risk facing insurers
Insuring the unpredictable: 2024 global election risks
Financial advice crucial as clients’ Life policy premiums rise sharply
Guiding clients through the Two-Pot Retirement System
There is diversification, and true diversification – choose wisely
Decoding the shift in investment patterns
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