April 4, 2024

Brokers recognised by Bonitas

Recently the second Broker Award event was held at a gala dinner, when ASI Financial Services took home two of the top awards: Broker of the Year (2023) and Best Net Growth in 2023.
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April 2, 2024

Balancing SA’s Two-Pot Retirement System And Responsible Debt Management

Amid a backdrop of escalating debt challenges and a rising cost of living, should advisers recommend using accessible retirement savings to pay off debt?
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March 27, 2024

"Black tax” is real – but it’s not only for blacks

Financial advisor Munya Shumba delves into the "black tax" phenomenon, shedding light on its roots in financial inequality. He stresses the importance of early investing, setting boundaries, and budgeting to break the cycle and secure a prosperous future for oneself and future generations.
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March 27, 2024

Momentum Metropolitan continues to deliver robust earnings

Momentum Metropolitan Holdings reported robust earnings for the six months ended 31 December 2023. Highlights include normalised headline earnings of R2.4 billion, up 42% on the prior period, and a 69% increase in operating profit to R2 billion.
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March 27, 2024

No major debts when you die? Here’s why you still need life insurance

Life insurance, often neglected due to its association with death, holds crucial significance beyond covering debts. Yaaseen Albertyn emphasizes its role in protecting against illness, disability, and securing inheritance, offering insights on coverage calculation and strategies to maintain it during financial constraints.
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March 28, 2024

Tracking the (marginal) error

Investors expect active fund managers to outperform benchmarks, while passive ETF managers strive to replicate them. Tracking error, the divergence from benchmarks, poses challenges for both, revealing crucial insights into portfolio strategies and performance attribution.
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