B2B Central

financial planning

17 Jun 2021

How to teach children basic principles of money, saving, and investing

By Staff Writer

As parents, our greatest hope is to raise happy, well-adjusted children who will be able to handle life’s challenges with confidence and competence. No matter what their ambitions are, one thing is certain for every child: at some point, they will need to take responsibility for handling their own finances.

09 Jun 2021

Appetite for offshore investing increasing

By Staff Writer

“We live in a global village and as such we’ve seen increased appetite from investors for moving money abroad,” Jeanette Marais, Momentum Investments CEO and Deputy CEO of Momentum Metropolitan, told the recent Momentum Investments Global Matters conference – an annual event aimed at equipping advisers with insights to enhance discussions about offshore investing.
04 Jun 2021

What to think about if you’re offered early retirement

By Staff Writer

The negative economic impacts of COVID19 are being felt by many employers and reducing operational costs has become a critical priority – the primary of these being reducing their salary bill. Hence, a strategy is to offer employees who are a few years away from retirement, the opportunity to retire early.
03 Jun 2021

Top wealth manager joins PSG

By Staff Writer

PSG has announced in a statement that award-winning wealth manager, Rish Prag has joined PSG Wealth Sandton Grayston. "With 14 years’ experience in the private banking space, working primarily with high- and ultra-high net-worth clients, Rish is thrilled to start this next chapter with PSG."
01 Jun 2021

Take advantage of the fee war in the ETF industry

By Staff Writer

It is fair to say that there has never been a better time to be an individual investor. Investment choices, access to information, and the application of technology are at their greatest levels which, combined with a lower fee environment, means that the investor has benefited, sometimes at the expense of the investment provider.
31 May 2021

Open systems architecture and the power of infinite customisation

By Staff Writer

atWORK’s state-of-the-art, cloud-based system is built using open systems architecture which empowers us to integrate with third-party tools and providers in the blink of an eye.
25 May 2021

Impact of ‘noise’ leads to inconsistencies in how advisers interpret risk levels: Study

By Staff Writer

A study with financial advisers to make recommendations for imaginary clients found that risk tolerance assessments resulted in wildly different interpretations, which had a massive impact on client recommendations.
20 May 2021

This Financial Planning Week, join the FPI in building a brighter future for SA

By Staff Writer

Every October the FPI hosts Financial Planning Week, an ongoing consumer initiative designed to make financial planning a fundamental aspect of South African lives. Contributing just a little of your time, knowledge or expertise to this noble cause won’t only build a better future for our beloved country – it will also reap tangible rewards for you and your business.
14 May 2021

How intermediaries turn leads into business

By Staff Writer

South Africans are more concerned about their finances than their health. This finding in a recent Deloitte survey presents a significant opportunity for advisers to build their client-base and strengthen their existing client relationships. When it comes to turning leads into lasting relationships, there’s ‘no secret sauce’ says Sorita van Wyk, Client Lifecycle Manager for Retail Affluent: SanlamConnect.
13 May 2021

Planning for emergencies should be prioritised now more than ever

By Staff Writer

The outbreak of the Covid-19 pandemic and its subsequent economic impact has had a profound impact on the culture of household savings in South Africa, which was already lacklustre even prior to 2020.
13 May 2021

How to entrench positive COVID-19-enforced changes

By Staff Writer

Few have escaped the devastating loss of lives and livelihoods wrought by the COVID-19 pandemic, but many have also made positive changes, particularly to their financial habits. How can we entrench these new habits? Setting goals, and even capturing them in a plan, is one thing, but sticking to them is notoriously difficult.
04 May 2021

Asset allocation matters when investing in offshore ETFs

By Staff Writer

By: David Case, Director, Magwitch Often when we talk to financial advisors about their clients who have recently taken money offshore, we hear of two distinct mindsets:• The client is happy to leave their offshore holding in cash as their main concern was about country risk and they are just happy to have their funds...