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Industry News

22 Aug 2023

TransUnion sets out to shatter glass ceilings

By: Lee Naik, TransUnion Africa’s CEO  and Shobana Maikoo, Head of TransUnion’s GlobalCapability Centre (GCC) Africa Around the world, women face inferior income opportunities compared with men. They are less likely to work for income, actively seek work, or work in formal employment. In Sub-Saharan Africa, the World Bank estimates that 74.1% of men participate...
22 Aug 2023

The investment challenges women face and how to overcome them

By: Famida Singh, Head of Investment Proposition for Standard Bank Investment and Asset Management The gender pay gap is one of the significant barriers to financial equality in the private sector, with women still earning less than men on average, says Famida Singh. This discrepancy affects single-income households, particularly those led by single mothers. Many...
18 Aug 2023

How to show clients you’re emotionally compatible

By: Ryan Murphy, Global Head of Behavioural Insights, Morningstar Research by our team of behavioural scientists suggests consumers are just as likely to hire a financial adviser for emotional reasons as financial ones. However, they may not be aware of those emotional reasons or be able or willing to discuss them at the outset of the relationship....
18 Aug 2023

Financial Advisers: We Need Performance, Honesty And Insights

Recent research provides insights into what insights financial advisers really need By Marthinus van der Nest, Head of Amplify Knowing and tuning in to what advisers and investors want is key to an investment strategy which creates mutually beneficial outcomes. Recent research conducted by Amplify Investment Partners has revealed significant insights into the information, insights...
18 Aug 2023

Knowledge is power when it comes to using structured products

Structured products have come a long way. From a specialised, exotic investment tool, they are now mainstream, and financial advisers are now more comfortable about investing in them on behalf of clients. As the acceptance of structured products has grown, so has the need to keep clients informed about their role in an investment portfolio...
15 Aug 2023

ETFs in living annuity portfolios – worth considering?

Lower costs and simpler investment decision making are two clear benefits to including passively managed Exchange Traded Funds (ETFs) in your clients’ living annuity portfolios. An ETF is a listed investment product that tracks the performance of a basket of assets, often shares in an official benchmark. On the cost side, ETFs allow you to...
11 Aug 2023

SARS overhauls trust returns: 5 major changes

By Sidney Fletcher TTP(SA) Senior Manager Trust and Deceased Estate Tax Compliance and Micaela Paschini Tax Attorney SARS has completely overhauled tax returns for trusts. Although this has been hinted at for a long time, the degree of overhaul is far from expected. he warning signs started late last year, when SARS published a notice under which...
11 Aug 2023

South African’s lack of retirement savings revealed in FNB survey

By: Lytania Johnson, CEO of FNB Private Segment and Sizwe Nxedlana, CEO of FNB Private Segment FNB has announced the findings of its inaugural FNB Retirement Insights Survey, the first retirement research of its kind conducted by an integrated financial services provider in South Africa. Against the backdrop of widespread belief that South Africa lacks...
11 Aug 2023

How to get superior returns and lower fees

By: Loftie Botha, Portfolio Manager at Momentum Investments Smart Beta products have been enjoying large inflows world-wide for some time now, thanks to their unique positioning between traditional and index funds. While their objective is to deliver benchmark-beating returns, like traditional funds, Smart Beta funds do so at much lower fees. This is possible as...
03 Aug 2023

A force to be reckoned with

According to the Emergency Event Database, in 2022 there were 387 natural hazards and disasters worldwide. This resulted in the loss of 30 704 lives, affecting 185 million individuals, and causing economic losses of around US$223.8bn. These quantums highlight the significant global impact of climate change, says Vuyolwethu Nzube, ESG Analyst, Truffle Asset Management. Between...

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