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Headline Stories of the Week

FST case summary involving 36One Asset Management (Pty) ...

24 Jan 2020 Financial Service Intelligence Watch

By Shamaa Sheik The following matter was heard in the Financial Sector Tribunal on 29 November 2019: 36One Asset Management (Pty) Ltd (Applicant); and Financial Sector Conduct Authority (Respondent) – (case number: A8/2019) Fast facts Collective Investment Schemes Control Act ...

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Factors that influence the value of a business

23 Jan 2020 Financial Service Intelligence Watch

By Lee Rossini In last week’s article, I discussed some of the options available once you have made the decision to sell your business. The million-dollar question hinges around the value of your business? Maximizing the value of a financial ...

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Fintech scoping in South Africa; research on the ...

23 Jan 2020 Financial Service Intelligence Watch

This week the Intergovernmental Fintech Working Group (IFWG) published its first Fintech Landscaping Report. Fintech is technology-enabled financial innovation which can lead to new business models, applications, processes and products, and is transforming the financial services sector globally. Fintech has ...

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SA union contributions 'lost' in Namibia bank collapse

23 Jan 2020 Financial Service Intelligence Watch

About R60m of SA's Municipal Workers Retirement Fund contributions has been 'lost' following the collapse of Namibia’s SME Bank. The investment is part of some R200m that asset manager JM Busha Investments is said to have invested in several countries ...

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Latest Compliance News

Factors that influence the value of a business

By Lee Rossini

In last week’s article, I discussed some of the options available once you have made the decision to sell your business. The million-dollar question hinges around the value of your business? Maximizing the value of a financial advice business is dependent on whether it is managed properly ...

Read More

Fintech scoping in South Africa; research on the Fintech startup sector published

This week the Intergovernmental Fintech Working Group (IFWG) published its first Fintech Landscaping Report.

Fintech is technology-enabled financial innovation which can lead to new business models, applications, processes and products, and is transforming the financial services sector globally. Fintech has the potential to reduce costs and frictions, increase efficiency and ...

Read More

Latest Open-Source Library Items
Working Smart

By Lee Rossini

In last week’s article, I discussed some of the options available once you have made the decision to sell your business. The million-dollar question hinges around the value of your business? Maximizing the value of a financial advice business is dependent on whether it is managed properly as a viable business. Additional value is possible if the relationships with clients have been ‘institutionalised’ during the life of the business, namely, the client has a relationship with the business and not with an individual. If this process has been successful, clients will continue to have a relationship with the business even if the original owner is no longer part of the business.

  

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