Daniel van Andel
Articles by Daniel van Andel
Higher discretionary allowance: The opportunity to invest more offshore
Thanks to the increase in the single discretionary allowance, from 17 April 2026, investors can use the Allan Gray Offshore Investment Platform and Allan Gra...
20 years of the Allan Gray Investment Platform
In 2005, we made the decision to launch a platform business – done differently. In so doing, we hoped to be a catalyst for change in the industry. Our aim wa...
Insights into the Adviser Barometer 2024/25: The mechanics of running advice businesses
For those at the helm of advisory practices, making critical decisions that shape the future of their businesses is an inherent part of the role. In a world...
The consequences of South Africa’s greylisting
As anticipated, the Financial Action Task Force (FATF) has added South Africa to the list of jurisdictions under increased monitoring, the greylist, with...
Key questions to help you prepare for your retirement
Although we all have different circumstances, our objectives in retirement are often similar. We want the income we receive to be sustainable for life and to...
Part 4: The ins and outs for developing a succession strategy
In the final part of the series, Daniel van Andel, head of IFA Proposition, discusses some of the steps to take to start developing an effective succession...
Part 3: How to find a suitable successor or buyer
Finding the right person or entity to succeed you is critical for ensuring that you leave a legacy, while paving the way for a smooth transition for your...
Part 2: How to determine the value of your business
Getting your business valued is an important step towards planning for succession. Daniel van Andel, head of IFA Proposition, unpacks the ways advice...
Part 1: Understanding your options for succession
Global and local trends reveal that very few financial advisers have a clear plan as it relates to continuity and retirement from the industry. In the absenc...
Does the size of your unit trust matter?
Back in September 1998, there were 186 unit trusts available in South Africa. Fast-forward 16 years, and there are now 1 477 registered unit trusts in a...
