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By: Mariska Comins, Head of Technical Support at PSG Wealth We certainly live during interesting times! When looking at global news headlines, we are inundated by negative news, from …
Continue Reading about Financial Advisers are the “personal trainers” of the investment industry →
FSCA The Financial Sector Conduct Authority (FSCA) has launched a seminal discussion paper on Unclaimed Assets which have accumulated to almost R90 billion across the financial sector, with the …
Continue Reading about Unclaimed assets in South Africa’s financial sector →
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 …
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 …
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 …
Continue Reading about Five questions your client’s fund fact sheet should answer →
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 …
Continue Reading about Why your clients’ income protection premium hangs on their occupation →
