Practice Management
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12 Mar 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. -
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 Jul 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.
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13 Dec 2017anemptytextllineThe stock market predictably will fluctuate. No matter what we do, stocks go up and down.
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11 Dec 2017anemptytextllineWith T-Day reforms just around the corner, many retirement fund members are reported to be nervous about how the changes will affect access to their money at withdrawal or at retirement. Many members are convinced they will have to resign to protect their retirement fund assets. These reforms have been talked about for years and we believe they are sound in the context of retirement planning. They are, however, problematic for those who are financially insecure.
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11 Dec 2017anemptytextllineWith 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 we embrace the priorities of RDR, which are to put the client first and take full responsibility for professional financial services and overall practice.
