B2B Central

Financial Advisors

13 Jan 2017

Are compliance changes overwhelming your team?

By Janice Roberts

There used to be a time when compliance was treated as a secondary business function. Today, however, organisations and leadership have come to recognise that they need to keep abreast of the latest regulatory requirements in their field of operations, as the risk of non-compliance can have significant business and personal consequences. These far outweigh...
14 Dec 2016

Retail distribution review (RDR) status update as at December 2016

By Janice Roberts

  The Financial Services Board (FSB) has published a status update on progress with implementing the proposals of the Retail Distribution Review (RDR).
07 Oct 2016

Window for special voluntary disclosure of offshore assets has opened

By Janice Roberts

The window period for the Special Voluntary Disclosure Programme (SVDP) offered by SARS to South African taxpayers for the disclosure of offshore assets has started and the clock is ticking.
20 Apr 2016

Short-term insurance - the broker model is alive and well

By Janice Roberts

In light of the country’s challenging economic conditions, the short-term insurance industry will be under pressure this year to continue its double digit growth that the sector has experienced over the last couple of years. That’s the word from Nazeer Hoosen: CEO of PPS Short-Term Insurance Company.
04 Apr 2016

Leading our profession

By Janice Roberts

Never in the history of financial planning have so many game changers come into play at the same time, leaving many South Africans with more questions than answers about their financial future.
29 Oct 2015

Estate planning and divorce

By Janice Roberts

David Knott of Private Client Trust, (the fiduciary services division of Private Client Holdings), and a member of the Fiduciary Institute of South Africa, explains why divorce has a significant impact on estate planning
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