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Local investors not deterred by turbulent investment climate

The local Collective Investment Schemes (CIS) industry continues to attract steady net quarterly inflows as local investors seem undeterred by the current turbulent political and economic environment. (more…)

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Demystifying Trusts

By Theunis Ehlers, Citadel Fiduciary Partner. We are often asked about trusts, what their purpose is and how they function. A trust is essentially a contract between the Founder and the Trustees who undertake to manage the trust assets for the benefit of the beneficiaries. (more…)

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How to ensure your risk cover gets paid out

Life is full of unpredictable moments. Although we can’t prevent many of them, we can at least plan for them. (more…)

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Mid-term budget speech 2017 ‘lacked concrete steps’

Treasury has not given a clear enough indication on how it intends to address its revenue shortfall, leaving experts to speculate that the majority of revenue will be financed by taking on additional debt. (more…)

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Yet another industry award for Private Client Holdings

Private Client Holdings has scooped no fewer than four industry awards this month, including the Financial Planning Institute’s prestigious ‘Financial Planner of the Year’ award and ‘Best Adviser Firm – South Africa’ at the International Adviser Best Practice Adviser Awards 2017 – an event where they also claimed top honours in two other categories. (more…)

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What customers want… Why trust is the cornerstone of financial planning

Regulators and financial planning professionals agree – financial sector regulation must promote access and inclusivity; ensure positive financial outcomes for consumers; and promote trust in advice, the financial planning profession and financial products. This is the message from a panel debate on regulatory change, held on the first day of the 2017 FPI Professionals Convention […]

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Ben Bierman, MD of Business Partners Limited

MTBPS: Economic growth crucial to SMEs

While local small and medium enterprises (SMEs) have many wishes for the upcoming Medium-Term Budget Policy Statement (MTBPS) that will improve the ease of doing business, none of these will be significant unless the ultimate outcome of the speech is improved economic prospects. (more…)

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Financial Planning Institute Kicks Off Financial Planning Week

The Financial Planning Institute, today kicks off Financial Planning Week offering consumers free consultations and financial planning workshops. The week-long initiative, running nationally from 2-8 October, forms part of the International Organisation of Securities Commission World Investor Week (2-8 October) and World Financial Planning Day (4 October), a Financial Planning Standards Board (FPSB) initiative. To […]

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