International comparisons suggest there’s scope for local advisers to lift fees above 0.5% of AUM, says Mark Polson of UK consultancy The Lang Cat.
In 2020, the South African Reserve Bank (SARB), the Payment Association of South Africa (PASA) and the Financial Sector Conduct Authority (FSCA) issued a joint statement warning consumers about the risks associated with […]
You have only 18 days left as we approach the end of the Continuous Professional Development (CPD) cycle and the deadline for the Financial Advisory and Intermediary Services (FAIS) CPD, which is 31 […]
As a result of a high volume of queries following the recent publication of the Government Gazette Notice on the future of Designated Service Providers (DSPs) and co-payments, the Council for Medical Schemes […]
As a result of a high volume of queries following the recent publication of the Government Gazette Notice on the future of Designated Service Providers (DSPs) and co-payments, the Council for Medical Schemes […]
According to the Annual Report of the Ombudsman for Banking Services (OBS) there was a significant increase in cases for most Banks when compared to 2019. Only Absa Bank recorded a reduction in […]
According to the Annual Report of the Ombudsman for Banking Services (OBS) there was a significant increase in cases for most Banks when compared to 2019. Only Absa Bank recorded a reduction in […]
“The year in review was an unprecedented and difficult one for the banking industry as well as its customers. Surprisingly, the Office did not receive many complaints relating to the financial crisis. In […]
“The year in review was an unprecedented and difficult one for the banking industry as well as its customers. Surprisingly, the Office did not receive many complaints relating to the financial crisis. In […]
The Protection of Personal Information Act (PoPIA) comes into full effect from 1 July 2021. This date should come as no surprise to anyone or any business as many Sections of the Act […]
Regulations regarding taking retirement funds out of the country when you emigrate changed from 1 March 2021. These changes affect people who have certain types of retirement funding, such as retirement annuities and […]
Towards the end of April 2021, Finance Minister Tito Mboweni published the Annual Policy Benefit Escalations regarding the Demarcation Regulations, regulated under section 72 of the Long-term Insurance Act and section 70 of […]
A recent analysis by Citywire showed that the top-performing SA equity funds in the first four months of this year were some of the worst performers last year. According to Patrick Cairns, the […]
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 […]
In a recent article, Nomi Bodlani, head of strategic markets at Allan Gray highlighted the dangers of following financial advice on TikTok. Bodlani also cautioned that the phenomenon has opened the door for […]
In a recent article, Nomi Bodlani, head of strategic markets at Allan Gray highlighted the dangers of following financial advice on TikTok. Bodlani also cautioned that the phenomenon has opened the door for […]
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 […]
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