By Lee Rossini Intergenerational wealth is the transfer of financial assets, property, businesses and other resources from one generation to the next. For financial planners, it represents both a responsibility and an opportunity: preserving wealth is not only about managing ...
Read More ...A recent Business Day opinion piece raises an awkward but increasingly relevant question for South Africa’s financial regulators: could officials responsible for implementing transformation-related financial regulation themselves become exposed to adverse action by the United States? The article points to ...
Read More ...The National Consumer Commission has launched the National Opt-Out Registry to curb unwanted direct marketing, reports Wyndham Hartley for CompliNEWS. This gives every consumer a free, government-administered way to stop unwanted direct marketing calls, SMSes and other electronic communication. Section ...
Read More ...The following matter was handed down by the Financial Services Tribunal on 2 October 2026: ·Parties: Siddhartha Sen v Old Mutual Life Assurance Company (SA) Ltd and Financial Sector Conduct Authority ·Case number: FSP94/2026 Key words Reconsideration application – condonation ...
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By Lee Rossini
Intergenerational wealth is the transfer of financial assets, property, businesses and other resources from one generation to the next. For financial planners, it represents both a responsibility and an opportunity: preserving wealth is not only about managing investments, it is also about preparing families to make sound ...
Read More
A recent Business Day opinion piece raises an awkward but increasingly relevant question for South Africa’s financial regulators: could officials responsible for implementing transformation-related financial regulation themselves become exposed to adverse action by the United States? The article points to recent US measures directed at persons considered responsible for, or ...
Read More
The National Consumer Commission has launched the National Opt-Out Registry to curb unwanted direct marketing, reports Wyndham Hartley for CompliNEWS.
This gives every consumer a free, government-administered way to stop unwanted direct marketing calls, SMSes and other electronic communication.
Section 11 of the Consumer Protection Act (CPA) provides consumers the ...
On 14 October 2006, Complainant went to Respondent’s furniture shop, Barnetts at Port Shepstone, Kwa-Zulu Natal. She wanted to buy a small television set and a small stove.
Gumede vs. JD Group (2008) (Credit Life insurance)
CONDUCT OF BUSINESS REPORT FOR THE PERIOD ENDING
By Lee Rossini
Intergenerational wealth is the transfer of financial assets, property, businesses and other resources from one generation to the next. For financial planners, it represents both a responsibility and an opportunity: preserving wealth is not only about managing investments, it is also about preparing families to make sound financial decisions across generations. According to the CFP Board, as substantial amounts of wealth are expected to change hands in coming decades, planners who build relationships with the whole family are better positioned to provide continuity and retain assets.
Read more...Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May deadline. View the CPD FAQs for more on accessing the CPD quizzes.
