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Following the herd can be detrimental to your investment plan

Long-term investors are cautioned against acting ‘because everyone else is doing it’, as this can result in them straying from their investment plans. (more…)

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Five ways to be credit smart

Good money management does not only mean building up savings to meet your goals, it’s also about being able to use credit responsibly to help you achieve your goals. (more…)

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What financial advisers will need to consider

By Richard Rattue, Managing Director, Compli-Serve SA. Market Conduct regulations are coming to a place near you soon. Do you know how the changes could impact your advisory business? (more…)

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Fading inflation brings more relief to consumers, says FNB as it cuts rates

Following the South African Reserve Bank’s Monetary Policy Committee (MPC) decision earlier today to reduce its repo rate by 0.25%, FNB confirms that it will cut its prime lending rate from 10,5% to 10.25%. The new rate will be applied from Friday 21 July 2017 on all prime-linked rates. (more…)

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Moving from renting to buying

If you’ve been renting for a while and are ready to take the next step to buying your own home, you need to do your homework and know exactly what you are getting yourself into. (more…)

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What is the financial toll of divorce in South Africa?

By Sore Cloete, Senior Legal Manager, Old Mutual Personal Finance. What’s in the news? (more…)

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Tax transgressions and pitfalls

SARS is committed to stamping out tax crime in South Africa, according to Ilsa Groenewald, Associate Director for tax at the Durban office of BDO South Africa, the audit, advisory and tax firm. Here, she reviews tax morality, common transgressions, and pitfalls. (more…)

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How financial advice models evolved in the UK

With the Financial Services Board’s Retail Distribution Review (RDR) regulations looming, South Africa’s intermediaries are understandably nervous. However, in the experience of the UK’s David Ferguson, the local investment community has nothing to fear – as long as it embraces the priorities of RDR, which are to put the client first and take full responsibility […]

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