Category: News

MARCH BREAKFAST 08:30-09:30 | 4 March, 2022 After some great feedback from our February Breakfast with SAIFAA, we’ve received some encouraging ideas from our members and have applied this to our next TWO sessions already. First up – in March we will be hearing from the South African Asset Map team, Work That Matters. Then, […]

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FEBRUARY BREAKFAST 08:30-09:30 | 4 February, 2022 KEYNOTE: Paul Wilson | CIO: Sanlam Investments Multi-Manager TOPIC: Common adviser concerns and how to face them Paul joined Sanlam in 2011 as an investment analyst; was subsequently appointed as Head of Manager Research in 2013 before being appointed to his current position of Chief Investment Officer (CIO) […]

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DECEMBER BREAKFAST 08:30-09:30 | 3 December, 2021 KEYNOTE: Tim Slatter | Slatter Communications & Contatto TOPIC: Digital Communication for 2022 Tim Slatter brings a wealth of knowledge to financial advisers in a way that helps them understand the importance of their online brand in context of their client relationships, business model and value proposition. With a degree […]

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NOVEMBER BREAKFAST 08:30-09:30 | 5 November, 2021 KEYNOTE: Bernard Wessels | Coronation Fund Managers TOPIC: Making a case for SA equity. Bernard will provide us with a brief overview of the global and local macro-economic environment and the key long-term trends and risks for investors based, and make a strong case for SA equity. These one-hour networking events will allow […]

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B-BBEE IFA Practice Report Webinar As required by the Financial Sector Transformation Council (FSTC) This member-access webinar covers the vital subject of B-BBEE and how it will impact your IFA Practice. Do you know what will happen if you don’t/didn’t submit the required Financial Sector Transformation Council (FSTC) – B-BBEE IFA Practice report on your […]

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