The value the internet can bring to advisers’ businesses

Philip Calvert

By Philip Calvert, International Social Media Expert It happens a couple of times a year. The email comes in and they always say the same thing: “I’m sorry Philip, but I won’t be joining your technology revolution. My clients aren’t interested in the internet and that’s fine by me.” (more…)

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Investors closely watching 2017 MTBPS

Investors will be looking to the Finance Minister Malusi Gigaba’s Medium Term Budget Policy Statement (MTBPS) this week to provide more certainty about the commitment of the government to fiscal consolidation, reform of State-owned enterprises (SOEs) and a higher economic growth rate. (more…)

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Old Mutual provides customers with extra funeral cover worth R450 million

Old Mutual is pleased to announce that over half a million customers who have held Old Mutual funeral policies for three to four years will receive a share of R450 million in extra funeral cover. (more…)

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BlackRock mulls potential secondary listing of Greater Europe investment trust on JSE

BlackRock is exploring a potential secondary listing of its Greater Europe, equities-focused, investment trust on the Johannesburg Stock Exchange (JSE) via the JSE’s fast-track listings mechanism. BlackRock Greater Europe Investment Trust plc (BRGE), which currently has a market capitalisation of £313 million (R5.5 billion)[1] has a primary listing on the London Stock Exchange, where it […]

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Yet another industry award for Private Client Holdings

Private Client Holdings has scooped no fewer than four industry awards this month, including the Financial Planning Institute’s prestigious ‘Financial Planner of the Year’ award and ‘Best Adviser Firm – South Africa’ at the International Adviser Best Practice Adviser Awards 2017 – an event where they also claimed top honours in two other categories. (more…)

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Justice Malala Predicts Roller Coaster Ride until 2019 Elections

Speaking at the 29th Financial Planning Institute Professionals Convention being held at the Century City Convention Centre, political commentator and columnist Justice Malala gave delegates insights into the current political climate in South Africa, and how this may be affecting investment and the local economy. (more…)

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What customers want… Why trust is the cornerstone of financial planning

Regulators and financial planning professionals agree – financial sector regulation must promote access and inclusivity; ensure positive financial outcomes for consumers; and promote trust in advice, the financial planning profession and financial products. This is the message from a panel debate on regulatory change, held on the first day of the 2017 FPI Professionals Convention […]

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Political awareness an imperative for professional financial advice

A deep awareness of the South African political landscape is important to financial planners due to its effect on the domestic economy and the knock-on impact on business and consumer confidence and investment returns. (more…)

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Financial Planning Institute Announces 2017 Financial Planner of the Year

The Financial Planning Institute (FPI) of Southern Africa, last night at the FPI Awards Ceremony Gala Dinner, announced Mark MacSymon, CFP®, as the 2017 FPI Financial Planner of the Year in a hotly contested competition. The FPI Financial Planner of the Year Award honours outstanding planners from across South Africa and is considered to be […]

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MTBPS: Economic growth crucial to SMEs

While local small and medium enterprises (SMEs) have many wishes for the upcoming Medium-Term Budget Policy Statement (MTBPS) that will improve the ease of doing business, none of these will be significant unless the ultimate outcome of the speech is improved economic prospects. (more…)

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How to deal with disappearing tenants

In difficult economic times, many landlords rely on the rental income their tenants bring in – but what happens if that tenant suddenly decides to move out? (more…)

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