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6 March 2025
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Selling a financial practice is much like selling a home—it requires careful planning to maximise its value and ensure a smooth transition. By preparing early and leveraging expert support, advisers can secure their financial future while protecting their legacy and the relationships they’ve built over years of dedication. -
20 February 2025
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Results of an in-depth survey with some of SA’s leading asset managers for their views on what may lie ahead in 2025. -
13 February 2025
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China’s stimulus package helped to boost economic growth in 2024, enabling it to meet government’s annual growth target while presenting an opportunity for more growth. South Africa’s President Cyril Ramaphosa signed the Expropriation Bill into law, arousing controversy both locally and globally. -
12 February 2025
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Global central banks are taking different approaches to monetary policy as they navigate inflation dynamics and economic conditions. The South African Reserve Bank lowered its repo rate by 25 bps to 7.50%, aligning with market expectations, while the US Federal Reserve held rates steady. -
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.