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Financial Planning

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09 Jul 2020
Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and…

Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and update their policies and beneficiaries since the start of lockdown. But for those who haven’t done so yet, keeping your beneficiaries updated is one of the most important things you…

01 Jul 2020
DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It…

DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It may be too early to paint a clear picture of life post-COVID-19, but there’s an overwhelming expectation that this ‘black swan event’ will result in fundamental changes to the economy.…

01 Jul 2020
Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including…

Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A:        At FISA we believe that one of our best kept secrets is…

24 Jun 2020
Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one…

Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes.  Having our wishes carried out after…

10 Jun 2020
Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can…

Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can take away from the COVID-19 pandemic is how easily we, as society, can be shaken up when facing extreme uncertainty. Our freewheeling days may be over for the foreseeable future,…

09 Jun 2020
Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

01 Jun 2020
Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now…

Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now discussed everywhere. From ‘flight shame’ to the gender pay gap, issues related to sustainability have become part of our everyday conversation. Many of us are trying to do more to…

21 May 2020
A retirement income product opportunity your clients need to consider

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in…

A retirement income product opportunity your clients need to consider

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in the value of their retirement savings, driven by a sharp decline in investment markets due to the impact of the COVID-19 pandemic on the global economy, the oil price shocks…

19 May 2020
Covid-19 shines a spotlight on health and safety in construction

Although the construction industry is known to be at the forefront of risk mitigation, as it follows very strict processes…

Covid-19 shines a spotlight on health and safety in construction

Although the construction industry is known to be at the forefront of risk mitigation, as it follows very strict processes in line with stringent health and safety laws, Covid-19 has highlighted what a critical role safety, health, environment and quality (SHEQ) plays in the sector. As the old adage goes, ignore it…

13 May 2020
Two ways COVID-19 affects financial advisers (and it’s not just income)

By: Hannes van den Berg, Chief Executive Officer of Momentum Consult As financial advisers you’re at the coalface of the…

Two ways COVID-19 affects financial advisers (and it’s not just income)

By: Hannes van den Berg, Chief Executive Officer of Momentum Consult As financial advisers you’re at the coalface of the industry. Even though you project a strong, confident energy when you deal with clients you also have fears and anxiety to deal with. But the good news is, these concerns…

13 May 2020
How much life cover do you need?

When buying life insurance, how do you know how much is enough? Do you spend what you can afford, or…

How much life cover do you need?

When buying life insurance, how do you know how much is enough? Do you spend what you can afford, or do you opt for a nice round figure like one or two million rand? And how do you know whether it’s enough? Marius Botha, MD at life insurer Stangen, says…