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Add value to your financial service practice

Add value to your financial service practice

14 June 2011

The FAIS Act has revolutionised South Africa’s financial services industry. Apart from setting standards for adviser / client interactions the various regulations and codes have forced independent financial services intermediaries to reassess the way they

A successful Treating Customers Fairly (TCF) implementation should render industry watchdogs obsolete

A successful Treating Customers Fairly (TCF) implementation should render industry watchdogs obsolete

30 May 2011

I’ve been immersed in the short-term insurance world of late. My first assignment was the unveiling of Santam’s new logo along with their “Insurance, good and proper” strap line. There are those who say it’s not ‘good and proper’ English, but what punch m

Emerging market growth offers a life line for insurance giant

Emerging market growth offers a life line for insurance giant

17 May 2011

In the 12 May 2011 issue of Finweek, Old Mutual was singled out for perpetrating South Africa’s seventh biggest corporate blunder. The magazine was ranking what they believe to be the worst economic, corporate and political policy mistakes over the past d

Regulation 28 will impact individual members too

Regulation 28 will impact individual members too

29 April 2011

From 1 July 2011 pension fund trustees, administrators and various retirement industry stakeholders will have to implement provisions as set out in the long-awaited update of the Pension Funds Act’s Regulation 28. Roland Gräbe, chief investment officer at

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The nuts and bolts of Regulation 28

The nuts and bolts of Regulation 28

13 April 2011
The financial services sector can serve South Africa better

The financial services sector can serve South Africa better

28 March 2011
Two leading financial services brands come good!

Two leading financial services brands come good!

14 March 2011
Easy come, easy go! The finance minister has big plans for your tax revenue

Easy come, easy go! The finance minister has big plans for your tax revenue

28 February 2011
Has the JSE run past fair value?

Has the JSE run past fair value?

11 February 2011
A tale of two confidence surveys

A tale of two confidence surveys

28 January 2011
This house price blitz has at least two years to run

This house price blitz has at least two years to run

14 January 2011
Late starters can retire comfortably too

Late starters can retire comfortably too

26 November 2010