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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?

Are we creating a positive looking industry for the public?

02 July 2014

How much is the public prepared to pay for advice? And what is the public’s perception on how advisers are remunerated? While there is a lot of concern regarding the outcome of the Financial Services Board’s investigation into the Retail Distribution Review, how often have we stood back to look at the industry from a client’s perspective?

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

View the Results