Research reveals black consumers’ attitudes towards investing and financial advice
Inflation-beating returns is the primary objective, with socially responsible investing a low priority.
Investments
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Market volatility sees CIS assets under management fall below R3 trillion
Market volatility has resulted in assets under management (AUM) by the collective investment schemes (CIS) industry dropping below the R3 trillion threshold reached in the fourth quarter of last year. Assets under management […]
Why the relationship between women and money may not be what you think
A recent report by multinational investment management firm Schroders has emphasised the need for the financial services industry to get to grips with the gender dimension of investing and wealth transfer. The study […]
Shrinkflation, skimpflation and your investment returns
Inflation has been making a comeback. Not so long ago, it had seemed that we had vanquished (at least in the developed world) this sneaky foe of long-term wealth creators everywhere, thanks to […]
What Omicron means for South African and international markets
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
What Omicron means for South African and international markets
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
It’s ‘too soon’ for investors to panic over Omicron
Goldman Sachs, one of the world’s top three investment banks, does not think the emergence of the omicron variant of Covid-19 is sufficient reason to make major changes to investment portfolios. Meanwhile, James […]
Welcome signs of a market rotation after pandemic
Concerning recent market performance, Philipp Wörz, fund manager at PSG Asset Management, states: “Equity markets continued to show strong positive momentum this quarter. Locally, the JSE All Share Index (ALSI) finally broke through […]
Welcome signs of a market rotation after pandemic
Concerning recent market performance, Philipp Wörz, fund manager at PSG Asset Management, states: “Equity markets continued to show strong positive momentum this quarter. Locally, the JSE All Share Index (ALSI) finally broke through […]
Longevity risk – are we addressing this appropriately?
The world is changing at a rapid rate and what was true yesterday is simply not true today. One of these outdated truths is that individuals are going to retire at 65 and […]
Where are we now, one year since the start of Covid-19?
“The Covid-19 global pandemic has caused ripples through global financial markets as the virus continues to spread across the globe,” according to a Moneyweb article of 18 March 2020. Approximately one year down the line, […]
Was this advice given, taking due care and diligence? You be the judge
Justice delayed is justice denied. A recent determination, which resulted in the matter being referred to the Tribunal, underlines the validity of this old saying. A brief glance at the latest determinations published […]
Was this advice given, taking due care and diligence? You be the judge
Justice delayed is justice denied. A recent determination, which resulted in the matter being referred to the Tribunal, underlines the validity of this old saying. A brief glance at the latest determinations published […]
Raging Bull Awards not only about annual performance
Every year the Raging Bull Awards, hosted by Personal Finance, honours the leaders of the collective South African investment schemes industry. Up for grabs this year were 30 certificates for the best funds […]
Investments – How to manage perceived risk
The COVID-19 pandemic has caused much market uncertainty both locally and globally this year. Many investors choose to change their risk exposure during market uncertainty because their perception of risk has changed. But […]
Investments – Are all money markets equal?
“Money market funds offer a useful parking bay for investors’ cash allocations, allowing you to earn better returns than bank rates with good liquidity. But when it comes to picking money market funds, […]
Investments – How to be a financially resilient investor
The COVID-19 pandemic and the subsequent market volatility has spotlighted the need for financial resilience among investors. “To be a successful investor, you need to understand what you are getting yourself into upfront, […]
