SA’s financial advisers: improving efficiency – but how, exactly?


  Market intelligence firm Insight Discovery has released its second South African Investment Panorama (SAIP), a survey of 255 independent financial advisers (IFAs). This survey was conducted in partnership with twelve leading financial services companies, including the South African based compliance and industry service provider Moonstone Information Refinery and Old Mutual Investment Group, Morningstar, Pioneer […]

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Unfamiliarity with towing regulations could harm your claim

South African drivers who have not kept up to date with the regulations for towing trailers or caravans, run the risk of having their insurance claims denied in the event of an accident. This is according to George Davis, Head: Engineering and Construction at RBS, who states that a surprising number of motorists are currently […]

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Graduate professionals confident in the future

The newly launched PPS Graduate Professional Index revealed that 73% of South Africa’s graduate professionals are confident in the future of their profession over the next five years, says Macy Seperepere, Manager: Professional Associations at PPS. (more…)

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Insurance implications for divorced couples

It is important that those who are filing for divorce know what the insurance implications will be. (The latest statistics from StatsSA show that the divorce rate in South Africa is up by almost 5% since 2012). (more…)

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PoPI made Practical

We are coming ever closer to the commencement of the Protection of Personal Information (PoPI) Act, with all experts agreeing that it is now imminent. (more…)

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Richard Foster

What lies behind the new set of governance guidelines looming on the fiduciary’s horizon?

Fiduciaries may wonder why a new set of King governance guidelines will be released on 1 November this year, but the answer is really quite straightforward: the King IV Report and Code is simply an evolutionary step that maintains relevance, assesses where we are, and points the way forward. (more…)

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Financial planning for new parents

A new baby is a blessing but the financial responsibilities of raising a baby can be overwhelming for many parents. Medical costs, clothes, toys, nappies and bottles – the list of new born baby supplies is endless! (more…)

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‘Domestic economy kept alive by pension increases’

Pensions continue to drive the South African economy while the downward trend for salaries persists, this according to BankservAfrica’s latest Disposable Salary (BDSI) and Private Pension (BPPI) indices. (more…)

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Vital priorities in the insurance industry: Addressing fraud and fostering customer service

There is a critical balance that needs to be attained between combating fraud across the lifecycle of a policy, and providing a positive customer experience at all times.  This is according to Jonathan Lewarne, Senior Director: Insurance Business Development at TransUnion. (more…)

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Standard Bank launches interactive Kidz Banking App

Standard Bank today launched a first-of-its kind smartphone and tablet game-like animated banking app for children – the Standard Bank Kidz Banking App. Available initially only to Android users, the app is designed primarily for kids between the ages of 6 and 11, and is essentially a tool designed to engage and entertain children while […]

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Enhancing returns on cash using money market funds

South Africans going big on mobile money

South Africans are showing significant appetite for mobile money solutions, this is according to the latest data from FNB eWallet Solutions, which shows that 4.2 million new eWallets were created over the last 12 months, a rate of about 350 000 new eWallets per month. (more…)

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