Investing post-retirement – Not an ‘either-or’ proposition
“We all tend to live in an ‘either-or’ world where we think we need to choose between two, often opposing, things or outcomes. Peanut butter or marmite? Red or white wine? For simple […]
RAF faces claims surge if form falls
SCOPA says the RAF 1 form may have kept claims out of the system, leaving the Fund exposed to a wave of unrecognised liabilities if it is set aside.
Post-pandemic investments – What to consider
The COVID-19 pandemic has highlighted the need for emergency savings as a buffer against tough times, but it has also created anxiety and uncertainty for those worried about job security and market volatility, […]
Post-pandemic investments – What to consider
The COVID-19 pandemic has highlighted the need for emergency savings as a buffer against tough times, but it has also created anxiety and uncertainty for those worried about job security and market volatility, […]
Behavioural finance insights essential in current climate to build trust between Investor and Advisor
A while ago, news headlines carried stories regarding the unfortunate CLICKS Tresemme advertisement. This whole incident caused reputational and financial damage for both CLICKS and Tresemme and financial damage for many other stores […]
Behavioural finance insights essential in current climate to build trust between Investor and Advisor
A while ago, news headlines carried stories regarding the unfortunate CLICKS Tresemme advertisement. This whole incident caused reputational and financial damage for both CLICKS and Tresemme and financial damage for many other stores […]
Advisors now more dependent on social media
“Amid the coronavirus pandemic, financial advisors are flocking to social media in order to maintain contact with clients and prospects and to stay abreast of developments in their industry,” according to research released […]
FPI awards – Winners announced
“We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually,” according to the Financial Planning Institute […]
FPI awards – Winners announced
“We believe that hard work deserves to be rewarded, and that’s why we make sure that we recognise the outstanding achievers in the financial planning industry annually,” according to the Financial Planning Institute […]
Breast cancer – Leading cause for severe illness claims
The increasing incidence of breast cancer is one of the most common cancers among women in South Africa. Statistics indicate that one in 28 SA women are affected by breast cancer. According to the latest […]
Breast cancer – Leading cause for severe illness claims
The increasing incidence of breast cancer is one of the most common cancers among women in South Africa. Statistics indicate that one in 28 SA women are affected by breast cancer. According to the latest […]
National Wills Week – Increasing need for cross-border estate planning
As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
National Wills Week – Increasing need for cross-border estate planning
As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
International Survey maps the future of home and motor insurance
A recent Deloitte survey aimed at discovering what customers want, and how COVID-19 has shifted their needs, highlighted that customers favour simplicity. This was the primary finding of a survey of 8 000 customers […]
2020 Fit and Proper deadlines – Only 50 days left to comply
Through various communications this year, the Financial Sector Conduct Authority (FSCA) acknowledged the impact of COVID-19 on the financial services industry and the challenges that FSPs, key individuals and representatives might face in […]
2020 Fit and Proper deadlines – Only 50 days left to comply
Through various communications this year, the Financial Sector Conduct Authority (FSCA) acknowledged the impact of COVID-19 on the financial services industry and the challenges that FSPs, key individuals and representatives might face in […]
Retirement is a Reality, not a Choice
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
Where there is a will there is a way forward – Consider the effect of not having one
National Wills Week 2020 takes place from 26 to 30 October. In a recent article, Alex Simeonides, CEO and co-founder of Capital Legacy, indicates that more than 75% of South Africans pass away without […]
