Listed property sector vulnerable in the short termPublished: Tue, 18 Jun 13 By Ian Anderson, chief investment officer at Grindrod Asset Management
South Africa’s listed property sector declined during the week ending 14 June 2013, despite a fairly stable Rand and a moderate reduction in long bond yields. Hyprop was the only large listed property company to register a price ...
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The matter of validity: was a trust even created?Published: Sat, 15 Jun 13 Compiled by: Trinette Hartley, Fiduciary Specialist, Glacier by Sanlam
Trusts (and more specifically inter vivos discretionary trusts) are known to be useful estate planning tools with numerous benefits. Unfortunately, many trusts are created without a full understanding of what trusts are and how they work ...
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RisCura Consulting named Asset/Investment Consultant of the YearPublished: Thu, 13 Jun 13 At the 2013 Principal Officers Association (POA) Imbasa Yegolide Awards, held on Monday night in Johannesburg, RisCura Consulting was named Asset/Investment Consultant of the year. The awards recognise retirement fund service providers that have provided exceptional service within the retirement fund industry ...
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Financial Planner of the Year announcedPublished: Wed, 12 Jun 13 Johannesburg - The Financial Planning Institute (FPI) announced yesterday that CERTIFIED FINANCIAL PLANNER® professional, Barry O'Mahony, founder of Veritas Wealth Management, has been crowned as the 2013 Financial Planner of the Year. O’Mahony received this accolade at an event of his peers during ...
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Gender, aids and obesity the major risk drivers for retirement fundsPublished: Tue, 11 Jun 13 Retirement Funds urged to consider costs based on risk analysis in the context of three major risk drivers.
Retirement funds find themselves facing growing governance requirements and uncertainty due to pending legislative reform. However, considering risk cover in the context of the three major drivers of ...
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New principles of success and leadership will change the face of businessPublished: Wed, 05 Jun 13 New definitions of success, leadership and power are emerging, which will radically change the way we do business on a global scale. Failure to keep pace with these new paradigms will spell disaster for corporations, financial and political leaders, states Dr Brenda Hattingh of the Centre for Power Intelligence in ...
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For some RA policy holders a rising market is not all good newsPublished: Tue, 04 Jun 13 By Hugo Malherbe, Product Specialist at PPS Investments
It’s not often that a rising market comes with negative association. After all, exposure to market growth logically leads to growth in your investment value.
However, for younger investors with policy-based retirement annuities (RAs) who ...
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Liberty scoops accolade at the FIA AwardsPublished: Tue, 04 Jun 13 Johannesburg - Liberty Corporate’s vision to create financial freedom for its customers was recognised when it won the Best Employee Benefits Product Supplier award at the 2013 Financial Intermediaries Association of Southern Africa (FIA) Awards. The awards, held in Sandton, aim to recognise excellence amongst ...
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Co-Innovation essential to successful strategy in a globalised worldPublished: Mon, 03 Jun 13 In today's globalised economy, organisations that want to remain competitive would do well to adopt policies of co-innovation across multiple boundaries, incorporating consumers, suppliers, and partners with like-minded goals into the process.
This was key to a workshop entitled 'Global Strategy and ...
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FIA celebrates 5 years at its 2013 Annual Awards CeremonyPublished: Fri, 31 May 13 The annual Awards Gala Dinner, one of the most prominent events on the financial services calendar, was held last night (Thursday 30 May 2013) at the Sandton Convention Centre in Johannesburg. Almost a thousand industry representatives gathered to congratulate the winners of the 2013 FIA Awards ...
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Budget Car and Van Rental partners with CGF Research InstitutePublished: Thu, 30 May 13 CGF Research Institute (‘CGF’) has entered into yet another exclusive Affinity Partnership Agreement, this time with Budget Car and Van Rental (‘Budget’), who are a subsidiary company of the Bidvest Group.
Being a part of the Budget Global Network, the Budget brand has been in South ...
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Living annuity policyholders opt for lower income levelsPublished: Thu, 30 May 13 Living annuity policyholders withdrew on average 6. 77% of their investments as income in 2012. According to the 2012 Living Annuities Survey released this week by the Association for Savings and Investment South Africa (ASISA) this represents a marginal reduction from the average income drawdown levels of 6. 99% ...
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GEPF invests in job creation and economic growthPublished: Wed, 29 May 13 The Government Employees Pension Fund (GEPF) today announced the allocation of R13-billion for investment in various sectors of the economy in order to boost job-creation and contribute to renewable energy, food security and broad-based black economic empowerment.
This forms part of GEPF’s long-term ...
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FSB initiates regulatory action against Old MutualPublished: Mon, 27 May 13 In a media release on 21 May 2013, the Financial Services Board (FSB) announced that it has initiated regulatory action against Old Mutual for transgressions of Directive 159. A. i which applies to both the Long and Short Term Acts. This Directive sets out specific requirements for insurers who outsource an aspect ...
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