CIPRs likely to benefit industry funds
The introduction of Comprehensive Income Products for Retirement could help industry funds retain members who would have otherwise gone to retail funds, says Tria Investment Partners. The Australian Government’s backing of the Financial System Inquiry recommendation that superannuation funds provide Comprehensive Income Products for Retirement (CIPRs) could be a “strategic leg-up for industry funds, says Tria […]
Read more...Budget Speech 2017 | What you need to know
On 22 February 2017, Finance Minister Pravin Gordhan announced the South African 2017/2018 budget changes. Our NMG Personal Wealth Senior Advisor, Ashley Horwitz has put together key points from the speech. These include tax rate changes, an increase in fuel levy and an increase revenue in alcohol and tobacco excess duties. Make yourself aware of […]
Read more...CIPR: A strategic leg-up for industry funds
Industry funds have been stealing the march on retail funds for some years now – our Tria Super Funds Review will reveal that large industry funds have stolen a full 4% market share from the rest of the system, whilst retail funds’ share has gone backwards by 1.7%. But the prospects for retail funds – […]
Read more...Protected: Non-Life Reinsurance Study, 2016 / 2017
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Read more...Inflation the killer!
Understand the impact of inflation on investments This article deals with investment and inflation. Inflation is a financial killer and the importance of taking this into cognisance in your planning cannot be stressed enough.
Read more...Maximize the Benefits of your Tax Free Savings Account over the Long-Term
By now, you are probably all too familiar with the Tax Free Savings Accounts (TFSA) which were introduced two years ago as a way to encourage a strong savings culture in South Africa. From 1 March 2015, we are allowed to contribute R 30 000 per annum into this savings vehicle without having to incur. […]
Read more...The Elusive Value Add of Practice Support
Topics in 401(k) Distribution: ninth in a series Providers often focus on practice support as a strategy to attract, retain or deepen relationships with advisors. Advisors often take a jaded view of these initiatives, not least because there are so many of them out there. We use the term broadly to cover everything from practice […]
Read more...Preferred Provider Programs: Beyond Compensation?
Focus on Retirement Plan TPAs Institutional retirement services firms that partner with local and regional TPA firms have long used preferred provider programs to attract and build loyalty among the most attractive TPAs. Do TPAs care? Which program components do TPAs value most—and least? Our new New Brightwork research shows that TPAs in fact do […]
Read more...Managed Accounts – is the jigsaw now complete?
Managed accounts have been ‘the next big thing’ in the platform and asset management industry for at least a decade now, promising to revolutionise the way advisers invest in a more tax friendly, transparent and cost effective manner. Australian Adviser Insights Programme, taking in the views of more than 200 independent advisers confirms the accepted […]
Read more...Shining a spotlight on Umbrella Funds’ default performance and fees
Investec Asset Management recently commissioned NMG Consulting to conduct a study of umbrella fund default options and their investment performance. Read the complete findings here, however the five key highlights of the study include: The decision to move to an umbrella fund is an easy one for smaller retirement funds. Companies are able to reduce […]
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