What really matters to advisers in 2016?

By Janice Roberts


Research for the annual South African Investment Panorama (SAIP), the flagship publication in this country of specialist research consultancy, Insight Discovery, is under way.

Sponsors for this custom research project include most of the largest and best known financial institutions in South Africa, as well as a number of leading international asset management companies.

As usual, the question that SAIP is seeking to answer is a simple one: what is it that really matters to financial advisers in the coming year? Notes Nigel Sillitoe, CEO of Insight Discovery: ‘Obviously financial market volatility is a far bigger issue than it was last year. We will also be asking advisers for their views on other matters such as the Retail Distribution Review (RDR) and robo-advice.’

‘If the UK’s experience is anything to go by, the services of discretionary fund managers (DFMs) should become even more attractive to South African advisers once the Financial Services Board (FSB) implements the RDR. SAIP will find out whether this is the case’.

The survey was launched this week and will be open to investment advisers for a period of one month. Insight Discovery is working with Stellenbosch-based Moonstone Information Refinery to define the universe of financial advisers in South Africa. Advisers who participate in the survey will receive a free copy of Insight Discovery’s 22-page e-book on ‘How To Use Social Media To Enhance Your Reputation And Win New Business’.

Notes Nigel Sillitoe: ‘our sponsors last year were delighted with the number of responses that we received from advisers and the insights that were generated. This year’s SAIP will provide corporate planners and other stakeholders with a comprehensive and updated picture of the needs and views of South Africa’s community of financial advisers’.


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