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12 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.

12 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.

12 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.

12 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 ...

14 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.

17 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 ...

19 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 ...

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.

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 ...

10 Mar '16, 1:38pm
What millennials want from financial services
What millennials want from financial services

Commentators in the financial services industry suggest that the industry is stuck in the past and it must adapt to the needs ...

24 Feb '16, 09:56am
Why Wouter Fourie is SA’s top financial planner
Why Wouter Fourie is SA’s top financial planner

The ultimate accolade in financial planning is the Financial Planner of the Year Award, which in 2015 went to Wouter Fourie.

09 Jan '16, 05:00am
12 financial resolutions for 2016
12 financial resolutions for 2016

The start of a new year is a good time to focus on your finances. Here are 12 resolutions, one for each month of 2016.

02 Dec '15, 09:16am
Find a pension that will provide the best income
Find a pension that will provide the best income

When you consider which annuity will best provide you with an income in retirement, make sure you ask the right questions.

14 Nov '15, 05:45am
Set a retirement target you can achieve
Set a retirement target you can achieve

Retirement funds should aim to provide you with a retirement income that is based on your personal circumstances.

07 Nov '15, 05:05am
Insurance brokers ‘must advise you properly’
Insurance brokers ‘must advise you properly’

Short-term insurance issues still form the bulk of complaints to the Ombud for Financial Services Providers, Noluntu Bam, ...