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20 days ago
How unbiased is your adviser’s investment advice?
How unbiased is your adviser’s investment advice?
Financial Planning

Most financial advisers don’t place your investments with the entire universe of providers, but offer a limited range of products.

20 days ago
Dummies’ guide to the financial advice market
Dummies’ guide to the financial advice market
Financial Planning

Financial planners operate according to different models, which influence the range of investments on which they can provide advice.

20 days ago
You are the biggest risk to your investments
You are the biggest risk to your investments
Financial Planning

Many investors do not realise that they may be the biggest risk to their investment portfolio, a wealth analyst at AlphaWealth, ...

41 days ago
Risk profiles are risky, advisers admit
Risk profiles are risky, advisers admit
Financial Planning

You can receive inappropriate financial advice if the advice is based on a risk profile that was determined using a flawed questionnaire.

41 days ago
Financial advice: man and robot can co-exist
Financial advice: man and robot can co-exist
Financial Planning

Don’t be concerned if your human adviser starts co-planning with a robot – the arrangement is likely to benefit you.

41 days ago
Advisers can change your view of money
Advisers can change your view of money
Financial Planning

Financial planners have a duty to change how South Africans see themselves, how they treat money and how they can move forward, a senior planner says.

41 days ago
The lure of passive investments
The lure of passive investments
Financial Planning

In a world where double-digit returns are the exception and not the norm, investment fees come under pressure and the demand ...

42 days ago
Video: Financial Planner of the Year
Video: Financial Planner of the Year
Financial Planning

Bruce Fleming of Citadel Wealth Management was named the 2016 Financial Planner of the Year by the Financial Planning Institute on Tuesday night.

45 days ago
Advisers preyed on pensioners to invest in risky property syndications
Advisers preyed on pensioners to invest in risky property syndications
Financial Planning

If you are about to benefit or have recently benefited from a retirement fund or severance payout and have a large sum of ...

48 days ago
Advisers preyed on pensioners to invest in risky property syndications
Advisers preyed on pensioners to invest in risky property syndications
Financial Planning

If you are about to benefit or have recently benefited from a retirement fund or severance payout and have a large sum of ...

14 May '16, 05:36am
Should you take advice from a robot?
Should you take advice from a robot?
Financial Planning

Websites that offer automated financial advice have taken off in the United States and Britain and are beginning to make their presence felt here too.

30 Apr '16, 05:10am
83 hedge funds to become collective schemes
83 hedge funds to become collective schemes
Financial Planning

FSB approves two hedge fund collective investment schemes for South Africa’s biggest hedge fund administrator and the conversion ...

23 Apr '16, 05:25am
Is it too late to go offshore?
Is it too late to go offshore?
Financial Planning

Many investors may be going offshore at a bad time.

23 Apr '16, 05:20am
Barring two shares, JSE in a ‘severe bear market’
Barring two shares, JSE in a ‘severe bear market’
Financial Planning

The JSE has performed poorly for the past three years, not even keeping pace with inflation, but this has been concealed ...