Retirement is a Reality, not a Choice
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
Investment
Discovery announces 2025 contribution increases: average hike of 9.3%
Discovery Health Medical Scheme’s contribution adjustments will be more evenly distributed across its members, highlighting the widespread effects of increasing medical inflation on contribution rates.
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
The ABC of investment advice – There are no shortcuts to compliance
Although many might feel that the Sharemax debacle is old hat, and that FSPs could not have foreseen its implosion, it still serves the purpose of reminding us of the basics of compliance […]
Men Are from Mars, Women Are from Venus – Is this also true about investment habits?
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 […]
Investment Analyst Awards – Financial Mail and IAS winners announced
Financial Mail Top Analysts Last week, the 51 awards in the 45th annual Financial Mail Top Analyst Awards were announced. This recognition, in association with Iress, the JSE, and the CFA Society South […]
Future investment strategies – Turning towards global multi-asset funds
“While no one can predict the future with any certainty, there are features of today’s investment environment that we see as becoming important drivers of future returns. These are our “inescapable investment truths”; […]
OM Saving & Investment Monitor – The future does not look too rosy
The 2020 Old Mutual Savings & Investment Monitor shows that a staggering 58% of South African households are facing high or overwhelming financial stress as the Covid-19 crisis knocks savings and raises debt […]
Investment opportunities amidst COVID-19 risks – GTC Investment Analytics’ view
“With the world at a standstill, many people will be particularly worried about the effect of the virus on their investments, but all is not lost,” says Clive Eggers, head of Investment Analytics […]
Investment value fluctuations – Financial adviser can assist with management of fear
In a recent ASISA media release, Leon Campher, ASISA CEO, shares that although South Africa is feeling the heat generated by the COVID-19 market turmoil, it is important to remember that the country […]
CIS grows assets to R2.5 trillion – Last quarter shows small net outflow, risk aversion
The Association for Savings and Investment South Africa (ASISA) recently released the Collective Investment Schemes (CIS) industry statistics for the quarter and year ended December 2019. It shows strong net inflows of R123.2 billion for […]
Investment decisions – Does your recent experience influence your choices?
According to Beatri Faul, investment specialist at Allan Gray, the best way to protect an investor’s capital is to construct a well-diversified portfolio that can earn real returns regardless of market conditions. But […]
ASISA’s investment statistics – Interest bearing portfolios favoured over equities
“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]
ASISA’s investment statistics – Interest bearing portfolios favoured over equities
“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]
Investment – Balancing your portfolio to weather economic volatility
Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]
Investment – Balancing your portfolio to weather economic volatility
Given the volatility of South Africa’s currency, its political situation and its economy, local investors would do well to establish portfolios that preserve their capital for the long term that incorporates offshore investments […]
Investment planning – Core component of financial planning
Financial planning is the process of meeting life goals through the proper management of finances. Life goals can include buying a house, savings for a child’s education or planning for retirement. Life goals […]
Investment planning – Core component of financial planning
Financial planning is the process of meeting life goals through the proper management of finances. Life goals can include buying a house, savings for a child’s education or planning for retirement. Life goals […]
Smart Beta – Is it really all it is beefed up to be?
Smart beta is probably the most overused expression in the world of investment today. The term suggests there are dumb betas since there are smart betas but this is not the case. There […]
