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Tag / Financial Planning

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.

Retail Distribution Review: a positive outcome for South African financial planners

Retail Distribution Review: a positive outcome for South African financial planners

News   •   May 29, 2017 13:04 GMT

Leading financial planners reflected on the impact of regulatory changes on the widening advice gap at the 2017 Discovery Financial Planning Summit.

The implications of the digital revolution for the financial services sector

The implications of the digital revolution for the financial services sector

News   •   May 29, 2017 10:51 GMT

Moshe Tamir, Global Head of Digital Transformation at Generali, discusses digital innovation in financial planning at the 2017 Discovery Financial Planning Summit.

Sizwe Nxasana to highlight trends affecting the financial services sector at upcoming Discovery Financial Planning Summit

Press Releases   •   May 12, 2015 07:59 GMT

The second Discovery Financial Planning Summit will take place on 19 May 2015 at the Sandton Convention Centre under the theme ‘Making sense of today’s financial complexities.’ Over 1500 financial advisers are expected to attend the event, which is notably a key highlight in the 2015 financial services calendar.