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Make sure divorce doesn’t cost your savings

Getting divorced is a relatively straightforward process, although the emotional and financial implications are often enormous. Because a marriage must be dissolved by a court, it can take a long time before the matter is settled – and many estranged couples may find they are already out of pocket by then. (more…)

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Opportunities for financial advisers in a turbulent economy

South Africans continue to feel the pinch due to the rising cost of living, but this does not mean that there aren’t opportunities for independent financial advisers (IFAs) to grow their businesses and flourish in a turbulent economy. That’s the word from Etienne Gouws, CEO of Momentum Intermediary Solutions. (more…)

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UFS School of Financial Law Planning gets global accreditation

The University of Free State School of Financial Planning Law has set the bar as a leader in the field fiduciary-services education in South Africa. (more…)

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Cheryl Howard, MD of Maitland Fiduciary Services

Maitland acquires Talaria, launches Maitland Family Office

Maitland, the global advisory and administration firm, has announced the formation of Maitland Family Office, a multi-family office to service high net worth families, individuals and entrepreneurs in South Africa. The new entity will be one of the largest full-service independent multi-family offices in South Africa. (more…)

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Schroders 1

Global study shows South African investors prioritise sustainability

While sustainable investing is a trend that continues to gain traction across the globe, South African investors appear to have a particularly heightened awareness of sustainability. This is according to the Schroders Global Investor Study 2018, a survey conducted by global asset management firm, Schroders, of over 22,000 wealth investors* across 30 countries[1]. The study […]

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Don’t get caught short this tax season

With the tax season deadlines brought forward by a month this year, it’s time to get your supporting documents ready and to do your return, urges Allan Gray’s Carrie Furman, who answers your tax questions. (more…)

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Haul out the checklist – it’s time for a money review

Good intentions can be like rainbows. Clear and bright one minute, faded and forgotten the next. In fact, some surveys suggest that only 20% of people stick to their New Year’s resolutions past February each year. (more…)

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Henry van Deventer, Wealth Strategist at Old Mutual Wealth

What will advice businesses look like post-RDR?

Today, South African financial advisers are facing greater change and uncertainty than ever before. Of the many disruptors that will impact on the financial advisory arena in the coming years, the greatest will likely be the implementation of new regulation in the form of Retail Distribution Review (RDR).  (more…)

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