Tag Archivesnews

Katherine-Barker1

Facilitate the right choices today for better retirement outcomes tomorrow

Partnering with the right umbrella fund can reduce the inherent conflict between saving for retirement and spending on more pressing day-to-day expenses. Katherine Barker, Head of Momentum FundsAtWork, says that this conflict, which inevitably impacts negatively on retirement outcomes, can be lessened by proactively encouraging certain pre-retirement behaviour. (more…)

Read full story
Regard Budler, Head: Product Solutions, Momentum Corporate

An industry first for group insurance in SA

In a complex, intimidating industry like insurance, it is heartening when an innovative customer-centric solution with clear benefits for financial advisers and their clients comes along. This is what financial advisers can expect from the Smart Underwriting process Momentum Corporate recently launched, says Regard Budler, Head: Product Solutions, Momentum Corporate. (more…)

Read full story
Bertus Visser, Chief Executive of Distribution at PSG Insure

Building or renovating? Contractor’s cover is crucial

Anyone who’s ever been involved in a building project that’s gone wrong will appreciate the importance of adequate insurance cover in the construction industry. Whether it’s storm damage to a roof in your newly built guest bedroom, or a bridge collapsing and causing injuries, the list of things that can go wrong during construction is […]

Read full story
Adriaan Pask, CIO at PSG Wealth

The four best investment lessons we learn from volatility

Volatility is a given in the investment world, and in the past year investors have been exposed to several events that sparked short-term volatility. There were irregularities around corporate finances, sovereign events like the ANC elective conference, and concerns around rising inflation in the United States, which led to a sharp decline in US markets […]

Read full story
Sameer-Singh1

Is Bitcoin just a digital tulip?

Throughout history, the world has been exposed to numerous economic bubbles. From Japan’s real estate and stock market bubble in 1990 to the dot-com bubble and US housing bubble, each one had dire consequences for the economy and detrimentally impacted millions of people. Whether Bitcoin is destined for a similar fate remains a rife debate […]

Read full story
Mark Lindhiem, Head of Strategy at Alexander Forbes Investments

Fintech disruption in asset management

Increasingly we are hearing about technology-led developments in the South African fund/asset management space with the publicity around robo-advisers, a class of financial adviser providing digital financial advice based on algorithms, with moderate to minimal human intervention. However, not much has been written about the actual management of money through AI and machine learning, certainly in the […]

Read full story
Germien-du-Plessis1

Woolworths and its woes down under

  South African companies expanding into Australia are again making headlines, this time with Woolworths announcing that it faces an impairment charge for David Jones of A$712.5 million (R7 billion). Woolworths acquired David Jones for R23.3 billion in April 2014, concluding the largest Australian deal at that time by a South African retailer. Now, with […]

Read full story
Ruaan-Van-Eeden1

Are higher taxes on wealthy South Africans justified?

Talk of a potential wealth tax in South Africa has re-ignited the debate on the taxation of high net-worth individuals (HNWIs). For many taxpayers around the world, progressive taxes – in which the more one earns, the higher the rate of taxation – contradicts the principal of equality. In fact, it is this thinking that […]

Read full story