B2B Central

Financial Planning

10 Nov 2017

Demystifying Trusts

By Janice Roberts

By Theunis Ehlers, Citadel Fiduciary Partner. We are often asked about trusts, what their purpose is and how they function. A trust is essentially a contract between the Founder and the Trustees who undertake to manage the trust assets for the benefit of the beneficiaries.
09 Nov 2017

Humans vs robots: Who has the edge?

By Janice Roberts

Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human adviser is dwindling. But human judgement still has a vital role to play in active and passive investment strategies. 
08 Nov 2017

Financial planning as a single parent

By Janice Roberts

Education, groceries, clothes and entertainment are some of the costs that parents must provide for their children. However, for some single parents the weight of expenses can be immense because they only have one income.
06 Nov 2017

How to ensure your risk cover gets paid out

By Janice Roberts

Life is full of unpredictable moments. Although we can’t prevent many of them, we can at least plan for them.
31 Oct 2017

SA scholars seek international education

By Janice Roberts

As another school year draws to a close, many parents and scholars are beginning to think about their tertiary education options and future career opportunities.
25 Oct 2017

Mid-term budget speech 2017 'lacked concrete steps'

By Janice Roberts

Treasury has not given a clear enough indication on how it intends to address its revenue shortfall, leaving experts to speculate that the majority of revenue will be financed by taking on additional debt.
23 Oct 2017

Yet another industry award for Private Client Holdings

By Janice Roberts

Private Client Holdings has scooped no fewer than four industry awards this month, including the Financial Planning Institute’s prestigious ‘Financial Planner of the Year’ award and ‘Best Adviser Firm – South Africa’ at the International Adviser Best Practice Adviser Awards 2017 – an event where they also claimed top honours in two other categories.
20 Oct 2017

What customers want… Why trust is the cornerstone of financial planning

By Janice Roberts

Regulators and financial planning professionals agree – financial sector regulation must promote access and inclusivity; ensure positive financial outcomes for consumers; and promote trust in advice, the financial planning profession and financial products. This is the message from a panel debate on regulatory change, held on the first day of the 2017 FPI Professionals Convention...
19 Oct 2017

MTBPS: Economic growth crucial to SMEs

By Janice Roberts

While local small and medium enterprises (SMEs) have many wishes for the upcoming Medium-Term Budget Policy Statement (MTBPS) that will improve the ease of doing business, none of these will be significant unless the ultimate outcome of the speech is improved economic prospects.
19 Oct 2017

Why you should invest 100% of your surplus assets offshore

By Janice Roberts

Wealthy South African investors should look to invest 100% of their long-term surplus assets offshore. This is according to Reyneke van Wyk, Head of Investment Management, South Africa at Stonehage Fleming.
02 Oct 2017

Financial Planning Institute Kicks Off Financial Planning Week

By Janice Roberts

The Financial Planning Institute, today kicks off Financial Planning Week offering consumers free consultations and financial planning workshops. The week-long initiative, running nationally from 2-8 October, forms part of the International Organisation of Securities Commission World Investor Week (2-8 October) and World Financial Planning Day (4 October), a Financial Planning Standards Board (FPSB) initiative. To...
29 Sep 2017

Future-proof your dreams this World Heart Day

By Janice Roberts

Your youth may be the best time of your life, a period of self-discovery, fun and building your ideal future, but for many young South Africans it is also a time when less fortunate family members turn to you for financial support. Whether you call this phenomenon ‘black tax’ or the ‘sandwich generation’, it is...