Legislation Articles

  • 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.
  • 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.
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    Delay in RDR implementation
    anemptytextlline
    21 July 2016
    The Financial Services Board (FSB) has announced a delay in the RDR Phase I timelines originally communicated in November 2015.
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    The 6 P's Of A Successful Retirement Plan
    anemptytextlline
    25 April 2016
    Your retirement years are something to look forward to. This is the time to spend with your grandchildren, pursue your hobbies full-time, or pursue whatever you find most fun and meaningful – at your own pace. But if you did not build up sufficient savings, this phase of your life could turn out to be highly stressful. How do you make sure that you’ve saved enough to enter your retirement years feeling confident and secure?
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    The Implications Of The Budget For Investors
    anemptytextlline
    1 February 2016
    Minister Gordhan showed that he has a full arsenal of options to increase revenue. This year he opted to not increase top marginal tax rates or VAT.