Practice Management

  • Intelligence i3 Summit 2018
    28 May 2018

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    Investing for generations to come – i3 Summit 2018
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    ‘A future to thrive in’ was the theme of the 2018 i3 Summit, hosted by Sanlam Investments and Glacier by Sanlam. More than 600 delegates attended the events and the agenda featured an exciting line-up of esteemed political figures and several investment specialists at the pinnacle of their careers, such as Minister Pravin Gordhan, former Greek Minister of Finance Yanis Varoufakis, political analyst Aubrey Matshiqi, fund manager Delphine Govender, blockchain advisory board member Monica Singer and AI specialist David Itzkovits. This was the fifth i3 Summit and it hosted experts in economics, politics and the investment industry - independent thinkers with a keen eye for future developments. Read on to find out what was covered at this year’s i3 Summit.
  • Changing lanes
    1 June 2017

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    It’s here, multi-management 2.0
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    ‘The world of investing has changed,’ says Selwyn Pillay, CEO of Sanlam Investments Multi Manager. ‘But we’re ahead of the curve and our business has already adapted to these changes.’ This was one of the key messages Selwyn Pillay shared with Implemented Consulting clients at the first Sanlam Investments Changing Lanes Multi Manager Forum hosted by Sanlam Investments during May. In describing his adaption to change, Selwyn noted that multi-management used to be all about asset allocation, building blocks and manager selection to construct funds that would achieve the client’s return objectives. ‘The paradigm has changed. Now we select and blend risk exposures instead. It’s a subtle but important difference. We believe that you cannot manage returns, but risk is possible to manage – and through managing risk exposures we can achieve the client’s return objective,’ says Selwyn.
  • Effective Annual Cost
    29 September 2016

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    Effective Annual Cost (EAC) – What you need to know
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    Effective Annual Cost (EAC) is implemented on 1 October and will change the way clients evaluate product choices. What do you need to know about this measure that’s been designed to be used by you and your client to compare charges on retail investment products? We’ve compiled a list with frequently asked questions for easy reference.
  • 21 July 2016

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    Delay in RDR implementation
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    The Financial Services Board (FSB) has announced a delay in the RDR Phase I timelines originally communicated in November 2015.
  • 1 February 2016

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    5 Top Trends Facing Investment Industry
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    The five key trends, challenges and opportunities currently shaping the investment industry.
  • 24 October 2015

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    Putting The Fun Into Virtual Financial Planning
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    Kate Holmes, founder of Belmore Financial LLC, gave delegates attending the FPI Retirement and Investment Convention in Cape Town in September a glimpse into the life of a virtual financial planner.
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