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

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

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

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

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

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.

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

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

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

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

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

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

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

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

Financial Planning
44 days ago
Should you take advice from a robot?
Should you take advice from a robot?

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.

Financial Planning
58 days ago
83 hedge funds to become collective schemes
83 hedge funds to become collective schemes

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

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

Many investors may be going offshore at a bad time.

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

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

Financial Planning
23 Apr '16, 05:18am
World’s largest economies weigh on investors
World’s largest economies weigh on investors

Rising interest rates in the US and fundamental changes to China’s economy are the two major factors affecting global investment ...

Financial Planning
12 Mar '16, 05:20am
‘Sample quote’ falls short of FAIS
‘Sample quote’ falls short of FAIS

Your adviser must have a full picture of your financial affairs before recommending products to you.

Financial Planning
10 Mar '16, 1:49pm
Enter the robo-financial adviser
Enter the robo-financial adviser

Technological advances and regulatory changes to the remuneration of financial advisers have resulted in the emergence of ...