Strong market performance lifts assets to record highs, but lapses and protection gaps persist beneath the surface.
By Pieter Koekemoer, Head of Personal Investments, Coronation One of the toughest financial planning tradeoffs, is ensuring that retirees’ post-retirement income is sustainable over the full period of retirement, without compromising more than […]
We published an explanation from SAIA in Thursday’s Moonstone Monitor on this topic. This elicited more responses from readers. SARS published Interpretation Note: No. 35 (Issue 3), on 31 March 2010. It contains […]
Like last week’s Bledisloe Cup match between the All Blacks and the Wallabies, there can only be one winner, and again, the odds are on the side in black. Add to this their […]
A priest, a doctor, a rich businessman and a Scotsman were waiting one morning for a particularly slow group of golfers in front of them. The Doctor shouted to them, “I’ve never seen […]
A number of industry associations joined forces to form the Short Term Insurance Human Capital Development Steering Committee. The purpose is to oversee and drive the professional standards of the South African short-term […]
We received many positive comments after the first of five workshops: I have been to a few Binder Regulation workshops and can honestly say that this has been the most insightful and best […]
It is that time of year again when you can expect a request from product providers to sign a Personal Services Company Affidavit. This request continues to irk advisors, yet there is nothing […]
There will no doubt be some very clever calculations done, based on the statistics contained in this circular. It never ceases to amaze me how some people can spend hours dissecting these figures […]
Ritchie McCaw goes into the All Black changing room to find all his team mates looking a bit down. “What’s up guys?” he asks. “Well Ritchie, to be honest we’re having all sorts […]
(I attached links to the songs mentioned in the article to help set the mood while you read) Woodstock was a “happening”, to use a buzz word of those times. In the words […]
When one suspects a serious ailment, or is diagnosed with one, it is common practice to obtain a second opinion. The same approach should apply in the financial services industry. It is extremely […]
Hats off to the Aussies for a very gutsy performance against the All Blacks. Hopefully Higginbotham will have his bottom severely kicked for kneeing and head butting McCaw. Loved this snippet in the […]
Not one article on this subject gives the Aussies any chance of stopping the victorious All Blacks, on their relentless march to a new record winning streak. It is fearsome, that one side […]
On his death bed, Alexander summoned his generals and told them his three ultimate wishes: 1. The best doctors should carry his coffin; 2. The wealth he has accumulated (money, gold, precious stones…) […]
On Monday we discussed the functions of the FSB’s FAIS Compliance Department in an article by the same name. We indicated where they get information which leads to further action, including on-site visits […]
I found the following information on the Inseta website: The FSB announced a further extension to the deadline for the Level 1 Regulatory Exams for those candidates who wrote before 30 June 2012, […]
Further to last week’s article Bark without Bite?, we expand on the closing sentence which read: “ We are not propagating stricter censure for transgressors, but merely asking that a uniform standard be […]
