MoneyMarketing

Industry News

25 Oct 2023

The challenges and opportunities facing financial advisors

By: Barry Shrosbree, Senior Manager at 1Life Insurance Distribution The major challenges facing the financial advisory industry in South Africa right now come down to a few key factors. First and foremost is the economic impact. We’re experiencing seriously high interest rates, we’re coming off the back of some terribly high inflation, and naturally all this...
25 Oct 2023

Plan to use AI? Get your data ready

By: Wade Calenborne, Chief Operations Officer at Sithabile Technology Services The age of artificial intelligence is here. Many organisations leverage AI for planning and reporting functions such as business intelligence. Yet those examples often happened in the background, invisible to the average user, and AI grew stealthily. Then ChatGPT arrived and changed everything. ChatGPT and...
18 Oct 2023

Oil price, inflation and exchange rate risks make rate cuts a tall order

By: Emma Pretorius, Head of Investor Relations, Amplify The recent uptick in the price of oil casts a shadow over South Africa’s positive inflation trajectory. Transport helped pull overall inflation down in July, in contrast to 2021 and 2022 when overall inflation was mainly pushed higher by transport and headline consumer inflation hit a 13-year...
18 Oct 2023

The effectiveness of SA’s Energy Action Plan

By: Mike Titley, Business Development and Marketing at Laurium Capital The light at the end of the tunnel is getting closer, but it is taking a lot of work to get there. Currently it is difficult to feel optimistic about our country’s situation when we are facing stage 6 loadshedding daily. These negatives are being...
12 Oct 2023

The exceptional advisor

By: Kobus Barnard, CEO at Allegiance Consulting In a world shifting under the weight of volatile economies and rapidly evolving technologies, the role of the financial advisor in South Africa has never been more vital – or precarious. But as daunting as this landscape may seem, it’s also ripe with opportunities to not just survive...
12 Oct 2023

Sanlam’s new fintech cluster to fast track financial access for all Africans

By: Riaan van Dyk, Sanlam Fintech’s CEO The launch of Sanlam Fintech – a business cluster within the Sanlam Group – signals a strategic move to expand the Group’s existing fintech offering and ensure that all aspects of the US$8bn (R143bn) listed company’s services are digitally led. The overarching goal is to use tech to accelerate access...
12 Oct 2023

Momentum Investments and Robeco launch partnership in Southern Africa

By: Mike Adsetts, Chief Investment Officer of Momentum Investments Momentum Investments and Robeco have entered a strategic partnership, affording Momentum Investments access and exclusive distribution rights to Robeco’s quantitative equity portfolios and research support for the Southern Africa Development Community region. The partnership also provides Momentum Investments with broad access to Robeco’s best practices and...
10 Oct 2023

Let’s talk about the Bermuda Triangle of financial planning

The only thing constant in life is change. This truth really holds a lot of value in the financial services sector. For many years, the financial planning profession has fought to be seen as just that, a “profession”. The evolution of the profession will be in the space of the Professional Financial Practice, with the...
10 Oct 2023

De-risking at retirement costs SA investors 28 months of retirement savings

By: Pieter Hugo, Chief Client and Distribution Officer at M&G Investments While it may be common to consider “safe” investments like cash and bonds as the best choices for a retirement portfolio, asset allocation decisions for your retirement savings should rather be based on the best combination of assets to help you achieve your retirement...
10 Oct 2023

A highwire act: matching clients’ expectations with reality

By: Mike Adsetts, Chief Investment Officer, Momentum Investments There are periods of time during which it seems that very little changes. The investment industry is one where this is most definitely not the case. On the local front, the relaxation of exchange control allowing up to 45% of assets to be invested offshore is a...

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