Be sure to watch CNBC Africa on Thursday nights at 21H30 in the month of November. November is the FPI’s Financial Planning Month, a consumer awareness campaign aimed at educating consumers about dealing with a professional financial planner. During the month a four-part television series “Secure your Financial Future” on CNBC Africa will focus on [...]
Tag Archives | practice management
Should advisers advertise?
American media mogul, Ted Turner, once said , ” Early to bed, early to rise, don’t forget to advertise.” Not surprising seeing that he makes a fortune from advertisers. But does advertising pay when it comes to the financial services industry and, more specifically, does it work for financial advisors? Advertising agencies will be quick [...]
Compliance independence – avoiding conflicts of interest
The recently published Generally Accepted Compliance Practice Framework (GACPF) stresses that in order for the compliance function to be effective it must be independent of other business activities, so it can discharge its duties objectively, both to the company and to the relevant regulator. This can sometimes be difficult in practice, and avoiding conflicts of [...]
It’s not the thought that counts
When was the last time you had a good idea – one that really worked for you? On the other hand, have you been in a situation where you thought you had a good idea and it didn’t work out the way you expected? You may feel that you may not need new ideas to [...]
Does your ‘buy and sell’ agreement effectively ensure your business’ continuity?
Continuity is a key business risk faced by many independent financial planners. In essence, business continuity provides a sense of certainty and peace of mind around an unpredictable future event. For financial planners, succession planning is vital in ensuring business continuity and sustainability. However, according to a recent survey among local compliance officers, very few [...]
Tax Guide 2012
Latest Issue - 30 April 2012
In This Issue:
- Local and offshore ETFs
- Why stock selection is key
- Medical Survey - the cost of healthcare
- New player in life insurance market
Newsletters
Newsletter 17 May 2012: Lump sum versus debit order, 3 essentials for a confident investor
In today’s newsletter we look at investing with a lump sum or regular contributions – how do they stack up against each other? We also share three investment tips to cope with uncertainty. Being right about muddle-through hasn’t made investing any easier Most predicted that politically and often economically the year 2012 would be a [...]
