Millennials – who tend to change jobs more frequently than other generations – underestimate the power of preservation.

It’s about understanding strengths and weaknesses, and putting a strategic plan in place that will deliver winning goals.

ALL ABOUT TRUSTS: Before you create a trust, do your homework and make sure that a trust is suitable for your needs and circumstances.

RANDS AND SENSE: Millennials are primed for good advice and being steered in the right direction.

The Financial Services Conduct Authority has instructed the Financial Planning Institute to suspend its regulatory examinations.

Research shows that millennials have low financial literacy, are prone to getting into debt, and are mistrustful of financial institutions.

The role of foreign trusts in the structuring of foreign affairs of South African residents is changing.

Most South Africans don't have a financial plan in place to settle their debts and start investing.

Sanlam’s annual Benchmark Survey interogates100 
stand-alone retirement funds and 100 participating employers in umbrella funds

It’s a good idea to check your investments regularly but do it too frequently, and you could end up locking in losses.

The Retail Distribution Review, driven by National Treasury, is changing the way financial products are sold to you.

"Many fund members do not have access to financial advice, and retirement benefits counselling fills the information gap."

Your behaviour presents a greater risk than market volatility, which is a friend of long-term investors and essential to beating inflation.

Financial Planner of the Year Mark MacSymon is passionate about his profession and the value it can add to people’s lives.

The new regulations stipulate that counselling is necessary, but fall short of insisting on full-blown financial advice.

The legislation flowing from the Retail Distribution Review will make it mandatory for financial advisers to disclose all costs and whether they are truly independent.