By: Paul Nixon, CFP® MBA, Head of Technical Marketing and Behavioural Finance, Momentum Investments There's a lot to love about iconic global brands like McDonalds and Starbucks It’s certainly …
Protect your business and employees from the debilitating impact of disability
Living with a disability is never easy. Most disability claimants need help to get the care they need when the unexpected happens. Proper care and rehabilitation helps empower them to regain a …
Five questions your client’s fund fact sheet should answer
By: Gontse Tsatsi, Head of Retail Distribution at Old Mutual Investment Group Reading a Unit Trust fund fact sheet can feel overwhelming, some may even consider it an extreme sport – what with all …
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Why your clients’ income protection premium hangs on their occupation
By: Nic Smit – Head of Product and Pricing at FMI (a Division of Bidvest Life Ltd) A guide to how we assess risk for income protection Between my wife working as a financial adviser …
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Four key investment considerations when it comes to Section 12J
By: Jeff Miller, CEO Grovest With the recent end of the last tax season, you probably heard a lot from Section 12J funds — as several of them head towards their latest capital raising rounds, that …
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Can we (really) time the market (Part 1 of 3)
By: Glacier “Timing is everything”. There are many different variations of this quote, however, ultimately whether it is planned or by chance, the impact of timing can be the solitary difference …
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