The strengthening Rand and investing overseas
If, like me, you watched in amazement as the local currency kept getting stronger against the Dollar and Euro, you might want to read the views expressed in a MoneyMarketing article on Friday. […]
Best Practice
Invalid driver licence leads to substantial loss
In a country beset by criminal activity, one has to be so alert when verifying documentation. We read regularly about people being convicted for fraud with driving licences, but do employers pay enough […]
The importance of a robust retirement plan
Now is a good time for retirees to secure a guaranteed income for life. According to retirement income specialist Just, if your retirement savings were invested in balanced funds through the market turmoil […]
Short-term Insurance trends amongst the super wealthy
The money matters of the super wealthy topped the agenda at the recently held Elite Wealth Conference. The virtual event offered brokers and their clients a fascinating look at the lifestyle of the […]
Short-term Insurance trends amongst the super wealthy
The money matters of the super wealthy topped the agenda at the recently held Elite Wealth Conference. The virtual event offered brokers and their clients a fascinating look at the lifestyle of the […]
Cutting through the noise to provide suitable financial advice
The Momentum Investments & Oxford Risk Noise and Investment Advice Study brought some interesting facts to light on the effect subjectivity has on the advisor as well. With its purpose to detect variation […]
Cutting through the noise to provide suitable financial advice
The Momentum Investments & Oxford Risk Noise and Investment Advice Study brought some interesting facts to light on the effect subjectivity has on the advisor as well. With its purpose to detect variation […]
Do you project your own attitude to risk into client assessments?
“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]
Do you project your own attitude to risk into client assessments?
“The four most dangerous words in the world of investing just might be ‘this time it’s different’. When it comes to making investment decisions, consistency is key, and making emotional decisions in reaction […]
Professional qualification – Second chance to register
Here is some good news for you if: -your study plans were interrupted by the pandemic -you left it too late to register for studies in the 2021 academic year -you were unsure […]
Why South Africans need the lifeline of income protection
In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]
Why South Africans need the lifeline of income protection
In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]
Consumer sentiment survey paints a picture of vulnerability
Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]
Consumer sentiment survey paints a picture of vulnerability
Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]
Easter Weekend – Stay safe on (and off?) the roads
With the Easter weekend upon us, we can expect higher traffic volumes, as many of us will be on the roads heading to holiday spots or visiting family and friends all over the […]
Long-term insurance complaints – What does the Ombud require from insurers?
The Ombudsman for Long-term insurance mediates in disputes between members of the long-term insurance industry and policyholders. As we await the release of the Ombud’s 2020 Annual Report to see the impact of […]
Important changes to Top 3 Rates in Moonstone Investment Indicators
Financial advisers place a high premium on the rates we publish every week, specifically because it can be presented to clients as unbiased and reliable, having been produced since July 2000. The top […]
