Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
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In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
In one of our recent articles, Whose information is it any way?, the ownership of client information was questioned. In the case at hand a broker requested information from a product provider, only […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
A recent Gartner poll showed that 48% of employees will likely work remotely at least part of the time after COVID-19 versus 30% before the pandemic. The pandemic has therefore forced the adoption […]
The FSCA recently published RDR Discussion Document updates and, amongst others, requested input on various aspects of the adviser categorisation model. The seven key focus areas of the document are: Section 1: Terminology […]
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
We recently came across a media release of a survey titled SA advisers unprepared for regulatory change. We approached them for clarity on certain issues, and provide our questions, with their responses, below: […]
