Practice Management
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7 September 2022anemptytextllineMost of us don’t want to think about death or dying, so we continuously delay setting up this important document. National Wills Week takes place between 12 and 16 September 2022 in South Africa.
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2 September 2022anemptytextllineSouth Africa is currently under review by international watchdog, the Financial Action Task Force (FATF). In October 2021, the FATF published an evaluation of South Africa’s anti-money laundering measures, which found exceptions in the country’s policies and efforts to combat money laundering and terrorist financing.
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17 June 2022anemptytextllineThe regulator and industry stakeholders have concentrated all their efforts solely on one part of investors’ retirement journey – the accumulation of retirement savings.
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12 March 2021anemptytextllineThe National Treasury recently released draft amendments to Regulation 28 of the Pension Funds Act. The main aim of these intended amendments is to make it easier for retirement funds to invest in infrastructure, given the current low economic growth environment.
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25 May 2020anemptytextllineThe SARB’s 50bps rate cut last week brought South Africa’s repo rate to a 47-year low. We discuss how the cumulative rate cuts of 2020 are affecting investors in Sanlam Investment Management’s fixed interest funds.
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25 July 2019anemptytextllineBaba Shiv, marketing professor at Stanford Graduate School of Business, was speaking last month about neural networks and how they shape emotions, motivation and ultimately your client’s financial plan at the annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam.