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...
South Africa’s economy is still in good shape
JOHANNESBURG, May 19, 2015
The second annual Discovery Financial Planning Summit held on Tuesday in Sandton, which brought over 1,000 financial advisers together, was aimed at providing insight into global best practices to help ensure the delivery of quality advice in a changing regulatory environment. Joining other local and international thought leaders in the financial services industr
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.
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.
Colin Coleman, Head of Goldman Sachs’ Investment Banking Division for Sub-Saharan Africa speaking at the Discovery Financial Planning Summit,
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
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.”
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.
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.
