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Category: Featured Articles

Even if you can, doesn’t mean you should

“Once a plan has been implemented, it is important to continuously remind your client that sticking to the plan is crucial.” This comes as no surprise, but us as human […]

Levelling the playing field

The health of clients has been a longstanding issue in the insurance industry. Having a healthy client base is not only good for the clients, for the insurer, it’s good […]

Knowledge is power

Educating a child is a parent’s biggest commitment and at least two decades of every parent’s life is dominated by this endeavour. This is why putting protection in place is […]

The rise of DFMs

In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager (DFM) as well as the first DFM to fully model retirement solutions by taking health experience […]

How do you take your CoFI?

Like a large, heavy-laden cargo ship slowly gliding towards the harbour, the Conduct of Financial Institutions Bill (CoFI) is starting to influence practice management considerations. But the harbour is Cape […]

Foundations for a wellthy future

The National Health Insurance (NHI) Bill was passed by the National Assembly on 13 June 2023 and was referred to the National Council of Provinces’ Select Committee on Health and […]

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  1. APPLICATION OF TERMS
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