Tags: discovery financial planning summit
Global investment strategies and the state of the South African market
Colin Coleman, Managing Director of Goldman Sachs South Africa, Nazmeera Moola, Economist and Strategist at Investec Asset Management and Etienne le Roux, Chief Economist at Rand Merchant Bank reflect on the state of the South African Market at the 2017 Discovery Financial Planning Summit.
Cut through the noise to find emerging investment trends
A prolonged environment of uncertainty and political risk, both in South Africa and globally, means that investors should start cutting through the noise to find emerging investment trends, Isabelle Mateos y Lago, Managing Director and Chief Multi-Asset Strategist at BlackRock, told the Discovery Financial Planning Summit in Sandton.
Global leaders in finance, investment and financial planning to speak at the Discovery Financial Planning Summit
The Discovery Financial Planning Summit will be held in Sandton, Johannesburg on 29 May 2017. The role of financial planners is more pivotal than ever before. Building a successful business despite today’s challenges of low economic growth, volatile world events, fast-changing technology and shifting client expectations requires knowledge, adaptability, and innovation...
Lessons from around the globe: best practices in financial advisory
JOHANNESBURG, May 19, 2015
The second annual Discovery Financial Planning Summit held on Tuesday in Sandton, which brought over 1,000 financial advisers together, was aimed at providing insight into global best practices to help ensure the delivery of quality advice in a changing regulatory environment. Joining other local and international thought leaders in the financial services industr
“Dynamic financial sector will adapt to regulatory changes,” says Finance Minister
The financial services sector plays a crucial role in the South African economy and the evolving regulation for this sector is here to stay, Hon. Minister Nhlanhla Nene said this morning.
Financial institutions and financial planning industry must embrace change and innovate to grow
South Africa’s financial institutions and financial planning intermediaries will have to continue embracing change, innovation and technology if they are to grow in an environment where the direct distribution model is the fastest growing channel in the R6 trillion savings and investment sector.
An efficient South Africa is capable of five percent per annum growth - Goldman Sachs
Colin Coleman, Head of Goldman Sachs’ Investment Banking Division for Sub-Saharan Africa speaking at the Discovery Financial Planning Summit,
Maintaining a personal brand can set financial advisors apart in their industry
Maintaining your personal brand can set you apart in your industry and gain credibility and trust, according to financial advisor WJ Rossi, a partner and brand architect at Koss Olinger, a financial planning and wealth management services firm. Rossi was speaking at the Discovery Financial Planning Summit on Thursday 15 May 2014
Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board
Speaking at the Discovery Financial Planning Summit Jonathan Dixon, Deputy Executive Officer of the Financial Services Board’s Insurance Division remarked: “We are seeing rapid change in regulation, driven by international developments and lessons learned from the global financial crisis.”
Succession planning is crucial for success
Businesses and financial advisors should both plan with the end in mind, said Tom Deans, president of Détente Financial Corporation in Canada. Deans was speaking at the Discovery Financial Planning Summit in Sandton on Thursday 15 May 2014.
Global thought leaders to speak at the first Discovery Financial Planning Summit
Discovery today announced the line-up of thought leaders in the financial planning industry who will be speaking at the first Discovery Financial Planning Summit, to be hosted on 15 May at the Sandton Convention Centre, Johannesburg. The event aims to bring together some of the world’s experts in financial planning to share their insights and best practices.