Why I turned mildly bearish and opted for a defensive strategy

The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.

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An introduction to Employment Equity

There is an old proverb which says: “What’s sauce for the goose is sauce for the gander” – if something is good or acceptable for one person, it is therefore also good or […]

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Is prospecting prohibited under POPIA?

In a recent article titled Will POPIA kill the life blood of the Financial Services industry? Danelle van Heerden, Head: Advice Solutions Retail Affluent at SanlamConnect dissects this very important issue. The Protection […]

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Is prospecting prohibited under POPIA?

In a recent article titled Will POPIA kill the life blood of the Financial Services industry? Danelle van Heerden, Head: Advice Solutions Retail Affluent at SanlamConnect dissects this very important issue. The Protection […]

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Two scams on the rise in South Africa

An article in Businesstech warns vehicle owners against two new schemes devised by fraudsters to steal your vehicle. The Insurance Crime Bureau (ICB) has recently issued a vehicle recall scam alert following a […]

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Two scams on the rise in South Africa

An article in Businesstech warns vehicle owners against two new schemes devised by fraudsters to steal your vehicle. The Insurance Crime Bureau (ICB) has recently issued a vehicle recall scam alert following a […]

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I have seen the future, and it’s digital

This is the third article in my series on the recent Financial Services Technology Survey. Today, I discuss the findings on how clients reacted to the prospect of virtual financial advice from a […]

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A debarment should not be about settling scores

A recent determination by the Financial Sector Tribunal contains this very interesting paragraph: A debarment may not be used to satisfy a provider’s contractual or other grievances against a representative, unrelated to fitness […]

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