Tag Archivesfinancial planning


A story of hedge funds

Hedge fund investing is not new to the global industry. The concept of hedging the markets, i.e. being long and short of stocks, was initiated in the late 1940s. In the earliest recordings, farmers in China would hedge the price of their crops for sale at a later date. Global hedge funds began to appear […]

Read full story

FSB takes action against false examination/qualification records

  The financial planning industry will have seen an increase in the number of debarments cases over the last year, the Financial Services Board (FSB) said in a statement yesterday afternoon. The main reason for this increase is that qualification and examination fraud was discovered by the Financial Planning Institute of Southern Africa (FPI) which […]

Read full story
Ian Scott of Grant Thornton recommends a neutral financial advisor for family-owned businesses

Family-owned businesses can thrive with the correct guidance

While South Africa is well known for its inherently entrepreneurial culture, too many promising family-owned businesses do not reach their potential due to a lack of objective external input and independent advice. (more…)

Read full story
Renier Nell

Three steps to choosing the right tax practitioner

While the introduction of E-filing by the South African Revenue Service (SARS) has slightly eased the burden of taxpayers from making mistakes on their annual tax returns, just one error in entering information on your forms could still end up costing you – in the form of a larger tax bill or a smaller refund. […]

Read full story
Just advises on retirement strategies

Three retirement strategies amidst market turmoil

A few weeks have passed since the political drama that unfolded which caused South Africa’s sovereign risk downgrades to junk status by key ratings agencies, S&P and Fitch. It is clear that tough economic times lie ahead, says Deane Moore, CEO of Just – so what retirement strategies should South Africans consider to navigate their finances […]

Read full story

Getting a mid-sized business ready for sale

Morgan Jones, Principal in the Corporate Finance team at Bravura, an independent investment banking firm specialising in corporate finance and structured solutions, outlines the imperative of exit strategy planning for owner-operators. (more…)

Read full story
Motshabi Nomvethe of PPS

Financial planning for the sandwich generation

Many South Africans are increasingly experiencing the effects of the sandwich generation where young working professionals, usually in their late twenties to early forties, have to financially support their own children and their parents with their monthly income. (more…)

Read full story
LexisNexis financial books

Your source for updated and relevant financial books

The LexisNexis portfolio of trusted Financial Services titles has been updated for 2017. (more…)

Read full story