Sanlam Intelligence

Welcome to Sanlam Intelligence. This is your portal to the latest news on a variety of topics that feature prominently in a financial adviser’s life. We provide you with up-to-date market commentary, making sure that you always have your finger on the pulse of the latest events that moved the market and are able to give your clients prompt feedback on how these events can affect their portfolios. Sanlam Intelligence also provides you with the latest information on our core solutions, empowering you to speak with authority on the solutions you chose to implement your client’s financial plan. We are here to provide you with insights into the markets, the economy, and ever-changing investment legislation. We hope you enjoy the read.

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  • i3 summit 2017
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    Financial planning: a business reinventing itself
    anemptytextlline
    6 July 2017
    The world is currently poised at a very interesting point and we’re facing significant challenges economically and politically. These challenges are not new, but we need to prepare our clients for a few rough years ahead. ‘Where do investors go for help? To the press? To friends and family? Or do they turn online for robo-advice? I think what they need more than ever is a financial planner and this creates an opportunity for all advisers.’ That was the view of Brian Foster, author, co-founder of Beyond RDR and financial planning consultant. Foster was part of a panel discussion on financial planning practice at this year’s i3 Summit hosted by Sanlam Investments and Glacier by Sanlam.
  • i3 summit 2017
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    RDR: winners and losers
    anemptytextlline
    28 June 2017
    With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear - as long as it embraces the priorities of RDR, which are to put the client first and take full responsibility for professional financial services and overall practice. Ferguson, CEO of Nucleus Financial Group and Scotland’s fintech envoy to the UK Treasury, was speaking at the annual i3 Summit presented by Sanlam Investments and Glacier by Sanlam last month.
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    Populism driven by debt, low growth and a broken social contract
    anemptytextlline
    21 June 2017
    US President Donald Trump may perplex and exasperate the old order of established geopolitical interests, but his maverick style may turn out to be a boon for the global economy. That’s the word from Dr Pippa Malmgren, speaking at the annual i3 Summit last month. Malmgren said Trump is the “Uber” of politics. He is disintermediating traditional media companies by posting directly on social media; he’s shrinking the government’s staff constituent; and also declared it his aim to disintermediate Washington. And those who are decentralising power in America are clearly winning. “We will continue to see a president who thinks his job is to cut deals,” says Malmgren. “And markets like deals.”
  • Clients want outcomes, not the hiring and firing of managers
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    Clients want outcomes, not the hiring and firing of managers
    anemptytextlline
    13 June 2017
    “One of the wheels of the Wells Fargo coach came off with a big scandal hitting our community bank last year. It’s a good example of how things go wrong when you take your focus off the client.” The importance of acting in clients’ interest was one of the key messages from Nico Marais from Wells Fargo Asset Management, speaking at the 2017 i3 Summit recently. Marais highlighted three trends that affect advisers in the world today: the growth in passive investing, the shift towards outcomes – either stock selection to asset allocation, products to solutions or institutional toward individual retirement – and lastly the rise of robo-advice.
  • i3 summit 2017
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    South Africa has seen much darker days
    anemptytextlline
    6 June 2017
    “The spring that we are facing is not an Arab spring, but a spring of promise of development and greater harmony.” That is the perhaps unexpected prognosis by political analyst Max du Preez, speaking at the annual i3 Summit presented by Sanlam Investments and Glacier by Sanlam in Johannesburg and Cape Town over the last few weeks. Du Preez likened the country to a properly functioning nuclear power station, always able to cool off before meltdown.
  • i3 summit 2017
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    The search for higher ground
    anemptytextlline
    1 June 2017
    ‘Finding higher ground’ was the theme of another successful i3 Summit, hosted by Sanlam Investments and Glacier by Sanlam. The speaker line-up included eminent thought leaders from across the world, including former US presidential adviser Dr Pippa Malmgren, political analyst Max du Preez, economist Nazmeera Moola, the president of Wells Fargo Asset Management, Nicolaas Marais, and the chief executive of the Nucleus Financial Group, David Ferguson. What all speakers agreed on was that the world of the financial adviser is rapidly changing and Marais and Ferguson shared lessons from their own experience of adaption, while Malmgren and Du Preez agreed that citizens across the world are becoming more vocal in demanding accountability from government for the way their money is being spent.