Newsletter

Next Generation Certification Standards

Want to become a CERTIFIED FINANCIAL PLANNER®? The Financial Planning Institute introduces the Next Generation Certification Standards.
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The arithmetic is not in active funds’ favour

Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.
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How will the COP28 resolutions shape Africa’s financial future and how...

Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk and stresses the need for financing for climate adaptation that is relevant to the African context.
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How to retire in a volatile market

Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.

How Ombudsman looks out for banking consumers

Reana Steyn, CEO and Ombudsman for Banking Services, is proud that OBS has assisted thousands of customers—at no cost to the consumer—and recovered millions of rands, but she warns banking clients to be vigilant against scamsters.

Sticking to our knitting

Reflecting on what has contributed to our investment success 30 years on.

World-class hydrocarbon discoveries confirm potential

Exciting offshore discoveries are not the only areas exciting interest, as David van der Spuy, Manager: Resource Evaluation Manager at PASA, explains. Biogenic, coal-bed methane and shale gas are all showing possibilities.
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Behavioural biases: unravelling our irrational investment habits

Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.

Milpark School of Financial Services introduces unprecedented qualification

Milpark Education is the first of its kind in the country to offer industry specific streams. A Postgraduate Diploma in Risk Management has been added to the School of Financial Services courses.

The future of retirement planning: two-pot system insights

According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.