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Skills-based volunteering is the next step toward professionalism

Skills-based volunteering is the next step toward professionalism

10 December 2012

The Financial Planning Institute of Southern Africa’s (FPI) vision is stated as: Professional financial planning for all. An important part of realising this vision is that financial planners are recognised as professionals and the value of advice they gi

The importance of protecting capital

The importance of protecting capital

28 November 2012

Investors tend to favour unit trust funds that top the one, three, and five-year performance tables. But backing this year’s star performer is not the fool-proof investment strategy that many believe it to be. Their mistake is illustrated by considering t

House prices remain subdued as South Africa Inc. stumbles

House prices remain subdued as South Africa Inc. stumbles

13 November 2012

The largest investment most of your clients make – aside from purchasing an annuity upon retirement – is their primary residence. Although the primary residence is not traditionally viewed as part of a client’s retirement-funding portfolio its impact prio

Income specialist comments on looming retirement reforms

Income specialist comments on looming retirement reforms

30 October 2012

National Treasury has enjoyed a productive 2012. Its 14 May 2012 Strengthening Retirement Savings: An Overview of Proposals Announced in the 2012 Budget discussion paper triggered an avalanche of detailed documents to flesh out its retirement reform think

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

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Doom and gloom aplenty as domestic GDP forecasts crimp further

Doom and gloom aplenty as domestic GDP forecasts crimp further

08 October 2012
Introducing better naming conventions for unit trust categories

Introducing better naming conventions for unit trust categories

26 September 2012
Three portfolio managers confirm that South African shares are too dear

Three portfolio managers confirm that South African shares are too dear

10 September 2012
You cannot comply unless you know what the regulator means

You cannot comply unless you know what the regulator means

27 August 2012
Three things you must understand for a successful retirement

Three things you must understand for a successful retirement

14 August 2012
Slow but steady retirement industry consolidation continues

Slow but steady retirement industry consolidation continues

01 August 2012
Getting the maximum income from your retirement capital

Getting the maximum income from your retirement capital

16 July 2012
The relationship between financial planners and asset managers

The relationship between financial planners and asset managers

03 July 2012