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Tag / Discovery Financial Planning Summit

Global investment strategies and the state of the South African market

Global investment strategies and the state of the South African market

News   •   May 30, 2017 11:56 GMT

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

Cut through the noise to find emerging investment trends

News   •   May 29, 2017 14:43 GMT

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

Global leaders in finance, investment and financial planning to speak at the Discovery Financial Planning Summit

Press Releases   •   May 04, 2017 11:02 GMT

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...

Moola: We’ve made progress as a continent

Moola: We’ve made progress as a continent

Press Releases   •   May 19, 2015 14:47 GMT

South Africa’s economy is still in good shape

Lessons from around the globe: best practices in financial advisory
“Dynamic financial sector will adapt to regulatory changes,” says Finance Minister

“Dynamic financial sector will adapt to regulatory changes,” says Finance Minister

Press Releases   •   May 19, 2015 12:35 GMT

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

Financial institutions and financial planning industry must embrace change and innovate to grow

Press Releases   •   May 19, 2015 09:48 GMT

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

An efficient South Africa is capable of five percent per annum growth - Goldman Sachs

Press Releases   •   May 16, 2014 08:58 GMT

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 a personal brand can set financial advisors apart in their industry

Press Releases   •   May 15, 2014 13:25 GMT

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

Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board

Press Releases   •   May 15, 2014 12:06 GMT

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

Succession planning is crucial for success

Press Releases   •   May 15, 2014 10:28 GMT

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

Global thought leaders to speak at the first Discovery Financial Planning Summit

Press Releases   •   Mar 24, 2014 08:35 GMT

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.