“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more […]
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
“A recent decision of the Supreme Court of Appeal, handed down on 13 April 2021, will have a material impact on South Africa’s insurers, requiring them to review their policies,” according to George […]
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
The primary role of a traditional bank providing financing and capital is set to be challenged further by non-banks, according to a 2020 PwC’s report, Securing your tomorrow, today – The future of […]
National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]
National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]
“Pregnancy and childbirth are usually occasions of great joy, but the medical expense shortfalls that go along with it can add a lot of stress,” Tony Singleton, CEO at Turnberry Risk Management Solutions […]
The emergence of COVID-19 turned 2020 into an extraordinary year, leading to significant changes in the way we live and work. In the Financial Advice industry many had to move to virtual-based businesses […]
The Taxation Laws Amendment Bill, announced in Parliament late last year, introduces new tax rules regarding the annuitisation of provident funds which will come into effect on 1 March 2021. A recent opinion […]
The Taxation Laws Amendment Bill, announced in Parliament late last year, introduces new tax rules regarding the annuitisation of provident funds which will come into effect on 1 March 2021. A recent opinion […]
Policy wording and its interpretation at claim time received increased airtime in the last few months as a result of various Business Interruption insurance claims. Although the courts have thus far ruled in […]
National Wills Week 2020 takes place from 26 to 30 October. In a recent article, Alex Simeonides, CEO and co-founder of Capital Legacy, indicates that more than 75% of South Africans pass away without […]
August is Women’s Month and, as a result, a lot of media focus fell on female South Africans as a whole – focusing on how, generally, women rely on male counterparts when it […]
All in a manner of speaking, of course. This delicate and gracious lady made a huge impact during her seven years at the FSB and later FSCA. One always felt, in dealing with […]
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