Practice Management Articles

  • Effective Annual Cost
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    Effective Annual Cost (EAC) – What you need to know
    anemptytextlline
    29 September 2016
    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.
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    Delay in RDR implementation
    anemptytextlline
    21 July 2016
    The Financial Services Board (FSB) has announced a delay in the RDR Phase I timelines originally communicated in November 2015.
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    5 Top Trends Facing Investment Industry
    anemptytextlline
    1 February 2016
    The five key trends, challenges and opportunities currently shaping the investment industry.
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    Putting The Fun Into Virtual Financial Planning
    anemptytextlline
    24 October 2015
    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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    Keeping Future Fit
    anemptytextlline
    1 October 2015
    Fintech, partnership and investor education emerge as key enablers. It’s no secret that Sanlam Investments (SI) is on a client-centricity drive and that we switched from a product to a solution mindset quite a few years ago. To create world-class solutions we pay attention to what clients need most and keep track of what is being offered globally.
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    Can Your Investment Ride Out The Storm?
    anemptytextlline
    24 October 2014
    One of the most common mistakes that investors make is to choose a fund manager purely on the grounds of good returns. Even a long track record by an award-winning fund can hide a multitude of sins. While you need to take risk to produce inflation-beating returns, you want to be sure that your fund manager takes no undue risk, invests in a sound mix of high-quality (sometimes lower-yielding) counters and lower-quality (but higher-yielding) counters, and that you are sufficiently compensated for the risk in your portfolio.