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22 January 2025
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In 2024, there were some significant global geopolitical developments, including elections held in 54 countries and the rapid acceleration of artificial intelligence. In South Africa, the formation of a Government of National Unity was a pivotal political transition. Key policy developments included the enactment of the National Health Insurance Bill and the implementation of the two-pot retirement system. -
20 January 2025
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The US labour market improved, with more jobs added in November than October, while the unemployment rate was little changed over the same period. Data showed that South Africa’s inflation edged higher in November but remains below the South African Reserve Bank (SARB)’s 3-6% target range. -
17 January 2025
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Discretionary Fund Managers (DFMs) are transforming the advisory landscape by allowing financial advisers to focus on coaching and guiding their clients while delegating investment management and compliance tasks. -
12 December 2024
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This festive season, consider giving your children a gift that lasts: an investment in their future. By redirecting part of your gifting budget toward an investment, such as an ETF, unit trust, or Tax-Free Savings Account, you can teach them the value of saving and the power of compounding. -
12 November 2024
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Compounding is a powerful tool in finance, where the interest earned on an investment is reinvested, allowing the principal and accrued interest to generate more returns over time. Starting early, making regular contributions, and reinvesting earnings are key strategies to maximise the benefits of compounding, which can also work against you with debt if not managed carefully. -
11 November 2024
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The UK economy is still showing resilience through its economic expansion despite remaining static during June and July. China and the eurozone economy are both growing despite not expanding to the desired figure. Locally, inflation dipped to below the midpoint of the South African Reserve Bank’s inflation target, encouraging the bank to cut rates after a US rate cut. -
11 November 2024
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South Africa’s annual inflation rate fell below 4% in September for the first time in over three years, supporting calls for potential further monetary easing by policymakers. Consumer prices in SA rose by 3.8%, down from 4.4% in August. -
11 November 2024
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A thoughtful succession plan safeguards your legacy, secures your clients' wellbeing, and ensures a smooth transition when the time comes. What are the common pitfalls advisers face when putting together a strategic succession plan in place to ensure the sustainability of their practice and the wellbeing of their clients?
