B2B Central

Financial Planning

06 Apr 2021

The Glacier Sustainable World Enhancer: Open for investments

By Staff Writer

The first issue of the Glacier Sustainable World Enhancer in 2021 will be open to investments from 6 April 2021 to 19 May 2021. We believe this solution has a valuable role to play in the portfolios of more cautious investors.
06 Apr 2021

Hard questions you should ask your financial planner - and some you should ask yourself

By Staff Writer

Working with a financial planner is an important step in anybody’s financial journey. It’s the key, in fact, to taking your wealth further and enabling you to do the things that are important to you.
03 Apr 2021

Why your financial plan is all about you

By Staff Writer

No matter how much money you have nor how old you are, every adult needs a financial plan. Working with a financial adviser may help you to maximise returns on your investments, but financial planning is about far more than calculations on products and returns.
02 Apr 2021

Reward Properties gives South Africans access to luxury properties in Portugal

By Staff Writer

The launch of real estate development company Reward Properties by RE Capital and Neworld, has given South Africans preferential access to overseas investments. John Rabie, the founder and president of Neworld, and one of South Africa’s best-known developers, recently launched Reward Properties in partnership with Private Wealth Global.

01 Apr 2021

Creating a gateway to adviser-led banking that aligns interests and shares greater value

By Staff Writer

For years, sharing value with clients and rewarding them as they become healthier and drive well have been synonymous with products from Discovery. The rewards are a tangible manifestation of the core purpose we set from the start – to make people healthier and enhance and protect their lives.
30 Mar 2021

FPI Awards open for entry

By Staff Writer

The 2021 Financial Planning Institute of Southern Africa Awards are open for entry. On Monday 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised.
29 Mar 2021

How to invest offshore with confidence

By Staff Writer

As we move towards the end of the first quarter of 2021, it seems timeous to review the state of the local investing landscape and the extent to which markets have reciprocated the hope with which many market participants would have started the new year.

23 Mar 2021

atWORK and QuicklySign team up to save advisers time and money

By Staff Writer

COVID-19 and remote working has helped the world end the paper document. Which is why atWORK’s integration of SA-based QuicklySign into its client management software is so timely.

23 Mar 2021

Is intellectual property one of the most valuable assets of the information age?

By Staff Writer

Before you start creating intellectual property (IP), make sure that you structure it correctly, to avoid unnecessary frustrations when it comes to any future sales or transfer.
23 Mar 2021

What Covid-19 has taught us about wealth management

By Staff Writer

It’s been over a year since the pandemic-induced stock market meltdown and since South Africa entered hard lockdown, and it is time to look back and examine what this period has taught us as an industry.
22 Mar 2021

How to overcome the growing cost of education

By Staff Writer

“The pandemic has understandably brought more of a focus on the short term for many parents, who have been juggling work, household chores as well as home-schooling, not knowing what the next month entails.
21 Mar 2021

Pandemic consumer behaviour and what it means for insurance and personal financial planning

By Staff Writer

The experience of living through COVID-19 has changed consumer behaviour, reshaping our wants and needs and reprioritising what’s important and what’s peripheral. Some of these behavioural changes are likely to endure after the pandemic ends and includes greater health awareness, digital adoption, value-driven purchasing, remote working and ‘nesting’ as homes take centre stage in our socially-distanced lives.