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Are active investments purely the realm of the super-rich?

01 October 2014

While many people thought the debate regarding passive versus active investment strategies was settling down, there is a still a number of theories as to whether the debate is still relevant in today’s investment market.

Has South Africa lost touch with financial common sense?

08 September 2014

In August the Financial Planning Institute (FPI) held a Financial Planning week to highlight the need for financial advisers in South Africa. The need for financial advice to be made available to the greatest sector of the population has been a goal of the FPI for a long time.

Pension fund turns tables on complainant

13 August 2014

Most of the determinations that we receive involve members of the public taking a pension fund to the Pension Funds Adjudicator (PFA) alleging that they have been treated unfairly. In most of the cases, the PFA rules in favour of the public.

An honest picture of the industry painted at the insurance conference

29 July 2014

What type of an industry are we moving towards? Are we so focused on the past that we are failing to notice present opportunities? Are we in tune with our target market’s buying power and are we taking advantage of it?

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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