MoneyMarketing

Industry News

26 Oct 2020

Should you tell your kids how much you earn?

By: Kerry Sutherland, certified financial planner at Alexander Forbes Many parents are reluctant to talk to their children about money, but these are important lessons to help them achieve financial independence when they are older – even if you aren’t a financial genius yourself. As children get older, they notice their friends’ houses and cars...
22 Oct 2020

The importance of leaving a will to future generations

By: Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services Estate planning is one of the most important aspects of financial planning as it ensures a meaningful legacy for clients and their loved ones. Although a will forms a significant part of any estate plan, it is too often undervalued. Yet, it is an integral...
22 Oct 2020

Relationship problems

By: Robert White, senior analyst, Momentum Global Investment Management With the US election now just around the corner, investors are busy forming expectations on the result and looking at the potential policy implications of either a Biden or Trump victory. While there is plenty of short-term focus on the eventual shape of any additional stimulus...
20 Oct 2020

ESG makes an impact on the world and the bottom line

The evolution of impact investing will see ESG considerations align with growth and improved investment returns Investment managers and analysts who focus on long term operational business risks, and select stocks based on those considerations, will by default be creating environmental, social and corporate governance (ESG) portfolios and will record overperformance over time, fund managers...
16 Oct 2020

Old Mutual launches new modular personal cover

The evolution of financial advice is centred around targeted solutions where the needs and behaviour of customers take centre stage. For advisers, this presents the opportunity for new ways of doing business that will enable them to improve operational efficiencies and boost their value offering to customers. This is the view of Lizl Budhram, Head...
14 Oct 2020

Do we sometimes suffer from market dyslexia?

By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments It is estimated that up to a staggering one in ten South Africans suffer from dyslexia. A common side effect of dyslexia is that words and even numbers drift into and out of focus, which of course results in severe challenges to...
13 Oct 2020

Are SA investors more motivated by money or morals?

Investing is a personal choice and a number of influences will hold sway over where people put their money. A personal value system is one such influence and, for most South Africans, this appears to be non-negotiable. This is according to the recently released Schroders’ Global Investor Study 2020 – an annual survey that canvassed...
13 Oct 2020

Dealing with offshore estates can be complicated

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets, according to Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services. She says that the global COVID-19 pandemic has highlighted this potential hurdle for families at the worst time possible. “This...
07 Oct 2020

Call for actuaries to collaborate with government to rid SA of ‘wicked problems’

As the world continues to grapple with the “wicked problems” created by the Covid-19 pandemic,  governments able to efficiently mobilise their diverse talent pools appear to be presenting their citizens with better outcomes than those unable to do so, according to Lusani Mulaudzi, President of the Actuarial Society of South Africa. Addressing the Society’s first...
07 Oct 2020

National Wills Week – Why you should take note!

By: Alex Simeonides – CEO and co-founder of Capital Legacy More than 75% of South Africans pass away without a valid Will in place, causing devastating consequences for their families and dependants. To help combat this statistic, the Law Society of South Africa (LSSA) promotes National Wills week, every year, and participating attorneys offer their...

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za