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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

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

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

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

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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