Featured Read.
Driving economic resilience through digital transformation of South Africa’s SMB sector
Viresh Harduth, VP Small Segment at Sage Africa & Middle East There’s no disputing that Small & Medium Businesses (SMBs) play an outsized role in the South African economy,...
Latest Articles.
Insurance premium gone up? Here are a few reasons that could explain why – and what you can do about it
Karen Rimmer, Head: Distribution at PSG Insure As policyholders are aware, insurance premiums increase from time to time. This may occur on an annual basis or at specific intervals as...
On bonds and bananas
Izak Odendaal - Old Mutual Wealth Investment Strategist In 1978, a time of globally high inflation, an American economics professor Alfred Kahn annoyed his boss by noting that a failure to...
From pruning to blooming: Here’s how to grow your financial garden
Bertie Nel, Head of Financial Planning and Advice at Momentum Amidst dynamic economic shifts, from climbing interest rates to relentless petrol price increases, we must continually find new...
Comprehensive retirement planning: What do you need to think about?
Kobus Kunz - Head of Consulting, Efficient Benefit Consulting Retirement planning is the process of setting retirement income goals and the actions and decisions necessary to achieve those...
The new meme stock craze likely to end in tears in Asia
Robin Parbrook, Co-Head of Asian Equity Alternative Investments at Schroders Some sectors in Asia are seeing bubbles emerge. Just as with the US meme stock craze, it’s not likely to have a...
Bonds: Buy and hold as the cycle turns
Sandile Malinga, Co-Head of Multi-Asset at M&G Investments Bond markets appeared to turn a corner in July, offering investors positive returns both globally and locally as the outlook for...
Ferdi van Heerden appointed as CEO of Momentum Investments
Jeanette Marais, Group CEO of Momentum Metropolitan Momentum Metropolitan has appointed Ferdi van Heerden as CEO of Momentum Investments, effective 1 September 2023. Ferdi will succeed...
New white paper to help clients understand drawdown rates
Bjorn Ladewig, Head of Distribution at Just SA A new white paper on living annuities and the impact of drawdown rates, based on a study of 20 000 anonymous living annuitants, has been...
Certain Provisions of Financial Intelligence Centre Amendment Act, 2017 come into force
Lerato Lamola, Associate Director & Christopher Williamson, Candidate Attorney from Webber Wentzel Sections of the FICA Amendment Act have come into force, including reporting...
Retirement – The right to laziness
Dirk Oosthuizen, Head: Research and Principal Consultant at Simeka In France, earlier this year, a series of protests took place about a proposed pension reform to increase the retirement age...













