PSG Wealth buys IFA business to enhance its advisory capacity
It says many similar transactions will follow the acquisition of Progressive Wealth.
Banxso licence withdrawal – FST dismisses reconsideration bid
The Tribunal dismisses separate applications brought by Banxso and four executives, saying they lack legal standing.
Sars publishes final provisions for diesel refund for food manufacturers
The most notable are changes to the definition of ‘foodstuffs’, as well as the requirements for applying for registration and claiming refunds.
PA publishes draft amendments to the commercial paper exemption notice
One of the proposals is to reduce the term structure of commercial paper issuances.
PA and Sarb apply for the final liquidation of Habib Overseas Bank
The curator finds there are no reasonable prospects that the bank can be rehabilitated as a going concern.
Here are your options if you owe Sars money
Choosing the wrong one could close the door to the dispute resolution process.
SA investment managers are the most bullish on bonds since 1999
Fund managers believe the economy and inflation are heading in the right direction, according to a Bank of America survey.
Confidence in the economy at an 8-year low, Old Mutual research finds
Latest Savings & Investment Monitor contains insights into South Africans’ appetite for investment risk and investing offshore.
Retirement planning: ‘the biggest mistake is not asking for advice’
The new edition of ‘The Ultimate Guide to Retirement in South Africa’ provides the big picture about retirement, facilitating informed conversations between clients and advisers.
Keeping it real-time: adoption rate of digital payment service PayShap ticks up
PayShap adoption takes another leap forward as Discovery joins banks offering the real-time digital payment service to their clients.
October deadline for financial sector B-BBEE compliance reports
Here is a guide to the information that must be submitted by each category of enterprise.
South African passport climbs three places in Henley Passport Index
A strong passport provides significant financial freedom in terms of international investment and business opportunities.
Bonitas gains members and bucks buying-down trend in 2022
With reserves reaching R8.8 billion, can members expect that very low contribution increases will automatically follow?
Insurtech founder shares the skinny on getting ahead in a competitive market
Local insurtech startup shows how it’s done in the face of a significant decline in global venture capital funding.
Top achievers in MBSE’s Higher Certificate in Wealth Management share the highs and lows of their studies
The qualification provides learners with a foundation for various roles in the financial services industry, or to kick-start their career in financial planning.
FSCA investigating stokvel following tip-off from a whistleblower
Members of United African Stokvel complain about outstanding pay-outs.
Debarment is not optional when a rep is no longer fit and proper
Two recent decisions by the tribunal highlight misconceptions about debarment that need to be dispelled.
Momentum Health weighs in on low-cost benefit options
Allowing cheap health insurance will avoid the need to raise additional taxes during the initial phase of NHI.
