MoneyMarketing

Industry News

22 Oct 2019

Beware the 'paint by numbers' will

Respected author and Advocate David Meyerowitz remarked that “It has been said that the other bank of the River Styx is lined with the shades of dissatisfied testators waiting to receive the judicial personages who have misconstrued their wills”. When you had your Will drafted, or last had it updated, did you check to make...
21 Oct 2019

EquityRT to challenge and disrupt local financial market data industry

Global spend on financial markets data and news topped US$30 billion in 2019. The increasing regulatory requirements and the expanding use of artificial intelligence in the financial industries has fuelled a growing need for financial market information. For many years the international financial market data industry has been dominated by a select few companies with...
21 Oct 2019

Tackling concerns about rising debt levels by way of a rugby analogy

A course of action that might be entirely rational for an individual to follow – such as taking on cheap debt – can be entirely irrational if it is pursued by a wider group. By Andrew Williams, Investment Specialist, Equity Value, Schroders.
21 Oct 2019

The Countdown Begins – Expats Prepare Yourselves

By Jean du Toit and Jonty Leon, Technical Editors of the 2019 LexisNexis & Tax Consulting publication Expatriate Tax – South African Citizens Working Abroad and Foreigners in South Africa.  No longer a question of if or when As many South African expats are now aware, as of 1 March 2020, the amendment to section...
21 Oct 2019

Old Mutual Insure celebrates the customer this International Customer Service Week

Since the United States Congress instituted Customer Service Week as a national event in 1992, Customer Week, celebrated annually on the first week of October, has, today, become a global celebration of the importance of customer service and of the people who serve and support customers every day.
21 Oct 2019

SA looks to mid-term budget for a turnaround plan

Despite the ongoing uncertainty around when the medium-term budget policy statement (MTBPS) will be revealed, Minister Tito Mboweni has his work cut out for him. Addressing pressing national issues such as rising debt levels, ailing state-owned entities, and sluggish economic growth will therefore be top priority for Treasury.
21 Oct 2019

Why a financial plan should speak to all facets of a client’s life

By: Ferdi Booysen, Head of Client Solutions at Old Mutual Wealth The traditional approach to financial planning has been under a lot of scrutiny in recent years. While it can be argued that this approach has had its flaws, it is very positive to note how the industry has embraced a more holistic way of providing...
21 Oct 2019

Old Mutual announces resignation of MD of Old Mutual Personal Finance

Old Mutual Limited has announced that Ms. Karabo Morule, Managing Director of Old Mutual Personal Finance, has resigned for personal reasons. She will remain in her role for three months to assist with the transition to the internal successor.
18 Oct 2019

Connecting with a new generation of investors

Ethical and responsible investing is becoming increasingly important to the millennial segment of the population and the financial services sector would do well to consider this when advising and developing products for these potential clients. Millennials are now entering their prime earning years, and this is a crucial stage where they need relevant investment advice...
18 Oct 2019

Gabsten Technologies ensures Sasria’s data is always on

Access to data is critical for any business, but if you are South Africa’s (SA) only short-term insurance provider of special risk cover, a data loss event could prove catastrophic. Sasria SOC Ltd provides unique cover against risks such as civil commotion, public disorder, strikes, riots and terrorism to all individuals and businesses that own...

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