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Monarch & Co on options for individuals should South Africans working overseas have to pay tax locally as well

How countries ensure the success of Citizenship by Investment programmes

CEO of Monarch&Co, James Bowling says there are various measures that countries implement to ensure the future sustainability of their Citizenship by Investment (CBI) programmes. (more…)

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Jacques-Coetzer1

Are financial advisers ready for RDR’s Phase 2?

As the various phases of Retail Distribution Review (RDR) unfold in the years to come – with Phase 1 likely to be effective in January 2018 – it will become increasingly important for financial advisers and intermediaries to plan ahead and start gearing their businesses for a post-RDR scenario. In Phase 2 and 3, advice […]

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Ryan-Chegwidden-(6LR)1

How to stay financially fit in a health crisis

Each year, 100 000 South Africans are diagnosed with cancer and, thanks to the focused awareness campaigns that feature on the calendar each year, we’re better informed about the many (over 200) types that exist, as well as their symptoms and treatment.  However, what’s less well understood, says Hollard Life Head of product and Technical, […]

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Mark-Appleton-Ashburton1

Humans vs robots: Who has the edge?

Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human adviser is dwindling. But human judgement still has a vital role to play in active and passive investment strategies.  (more…)

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Eunice Sibiya, Head of Consumer Education at FNB

Financial planning as a single parent

Education, groceries, clothes and entertainment are some of the costs that parents must provide for their children. However, for some single parents the weight of expenses can be immense because they only have one income. (more…)

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Simon-Colman

Liability insurance important for SA social media users

In South Africa alone, 16 million people use Facebook, 7.7 million are on Twitter and LinkedIn has 6.1 million users, according to the Ornico SA Social Media Landscape report for 2018. By simply using these platforms, all these millions of users unknowingly expose themselves to possible law suits, which could cost them hundreds of thousands […]

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Rob-Brown1

Stay safe when shopping online

Online retail is a huge business today, with an increasing number of consumers across the world turning to the Internet to buy products and services. There are several reasons for this, but the obvious ones are convenience, affordability and range of choice that physical retailers cannot hope to match. (more…)

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drawdown & failure rates

What does history teach us about living annuities?

Retirement can be a daunting prospect. Not only is it a time of personal adjustment, but it is also a time to make financial decisions that will impact your lifestyle for the rest of your life. Retired investors commonly face the dilemma of either maintaining a certain lifestyle or adjusting it in order to preserve […]

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