B2B Central

financial planning

19 Apr 2021

20% of nothing is still nothing

By Staff Writer

Just pause to consider the following headline run in the venerable Financial Times in November 2020: “Investors lose £657 million to fraud.” That’s just in the 12 months to September 2020, up 28% from the year before.
12 Apr 2021

Genera Capital welcomes Dr Adrian Saville to its team

By Staff Writer

Genera Capital, an independent, multi-family investment office, is proud to announce the appointment of global investment specialist, Dr Adrian Saville, to its business.

12 Apr 2021

Why is a consultation with a financial adviser the one that most people dread?

By Staff Writer

It’s the consultation that most people dread – a bit like going to the dentist or getting a physical. You have anxiety about not saving enough for retirement; or adjusting your budget to match your income; or perhaps you need to plan for your kids’ education. These are daunting thoughts, but the anxiety is unnecessary,

08 Apr 2021

What the experts say about retirement

By Staff Writer

Retirement isn’t a once-off event – it’s a life stage. So, what do the experts want you to know to make yours a rewarding one? Read on to find out.
07 Apr 2021

How coaching helps financial planners build differentiated practices

By Staff Writer

As the country prepares to navigate the economic impact of a potential third COVID-19 wave of infections, small businesses — including financial advisory practices — are under increasing pressure.
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.
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.
23 Mar 2021

FNB acquires fintech company Selpal to accelerate financial inclusion in townships

By Staff Writer

Over the last few years, FNB has made significant strides in supporting and becoming more relevant to community-based businesses. To reaffirm its commitment and further increase the level of financial inclusion in SA, the Bank has acquired 100% of Selpal - a financial technology solutions (fintech) company that operates specifically in townships and rural sectors of the economy.
15 Mar 2021

PROpulsion Pro to launch this week

By Staff Writer

PROpulsion Learning, in collaboration with NextGen Planners from the UK, is launching PROpulsion Pro, a first for the South African financial advice industry and profession.

10 Mar 2021

Advice for small financial advisers: Scale to rebound in 2021

By Staff Writer

The Covid-19 pandemic has hurt small or owner-led financial advisory practices that are finding it harder to survive. One of the significant effects of the lockdowns has been the economic impact on clients and the inability of financial advisors to engage in person, limiting their ability to grow their books.
10 Mar 2021

'I am here to sell you a policy'

By Staff Writer

I have been fortunate enough to have a career spanning more than two decades in the financial services industry in various roles in amazing businesses in our industry.