Robust processes improve your outcome
July 1, 2011
In the Theory of Poker, David Sklansky writes “Any time you make a bet with the best of it, where the odds are in your favour, you have earned something on that bet, whether you…
Derivative instruments were widely identified as the main culprits causing the market turmoil in 2007/8. These often complex financial securities certainly played a prominent role in the crisis, but they cannot be solely blamed. Despite…
Creating and preserving wealth
July 1, 2011
Wealth Managers have the task of both creating and preserving the wealth of their private clients. In these current uncertain financial times, accompanied by greater market volatility as experienced since the financial crisis, this task…
SA Banks: We need more on the top
June 2, 2011
In the aftermath of certain of the SA financials reporting lately, we find ourselves increasingly watching the financial sector of the JSE with a degree of intrigue – its underperformance relative to the balance of…
The use of Trusts in Estate Planning
June 2, 2011
A trust can support and protect COVER Magazine interviewed Brett Field of Fedgroup Trust regarding the use of trusts by financial planners in creating a holistic plan for their clients. COVER: Are financial…
Business assurance concerns
June 1, 2011
Business assurance is undoubtedly a lucrative area for the financial advisor to specialize in, as it is such a technical and specialist area that the bulk of advisors tend to avoid it out of fear….
The myths of risk tolerance
June 1, 2011
Risk is not always clearly understood when it relates to investments. It is described in a variety of terms – think of “risk tolerance,” “risk acceptance,” “risk appetite,” “risk attitude,” “risk profile” and “risk propensity”….
Advisors working within the business risk environment are sure to be familiar with the ‘Loan Account Redemption Plan’. Cynically, I have always viewed it as a solution suggested to clients as a means to earn…
