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.
AI in financial advice: where investors draw the line
Morningstar’s behavioural study shows reactions hinge on the use case and on how advisers explain, govern, and remain accountable for AI-assisted work.
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.
Amendment enables stronger punishments for ‘serious improper conduct’ by auditors
The Financial Matters Amendment Act introduces stronger sanctions for auditors and significant reforms to pension funds.
Cyber Commissioner Bill advances amid rising threats and attacks
The Cyber Commissioner Bill, recently tabled in Parliament, aims to address an urgent need for the improved protection of personal information and stronger cyber security measures.
Why I (want to) own Bitcoin
It appears that virtually most excesses, including malfeasance and possible manipulation of the Bitcoin market from December 2020 to June 2022, have been dealt with.
The do’s and don’ts of filing your income tax return
Sars is holding thumbs that the problems experienced with auto-assessments last year won’t recur in 2023.
Does AI dream of electric sheep? Magistrate cautions against blind trust in AI-generated content
Fictitious judgments sourced from ChatGPT leave a team of lawyers red-faced, highlighting the potential pitfalls of generative AI and the need for caution.
High Court orders Guardrisk to pay R15m construction guarantee
The construction company’s liquidation was a new trigger entitling NAD to call up payment, notwithstanding an arbitration award.
