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ADVISOR VIEWS 

The far-reaching consequences of dying without a will

Without a valid will, your estate will be distributed to your closest relatives in a pre-determined order which could result in family members unduly benefitting from your estate.

Understanding how medical aid tax credits work

Understanding how it works can result in some much-needed tax relief.

Is it reasonable to expect what you want from your investments?

We all want a low-risk portfolio that gives us great returns, but we cannot expect that.

Life stage financial planning

As one moves from one life stage to the next, certain aspects of one’s financial planning may become more focal or intensified.

Compulsory versus discretionary investments

And why you probably need both.

May 2021 economic update

The rand may remain strong for quite some time and even strengthen further from here.

The distribution of retirement death benefits

In this article, we explore the impact of Section 37C on the distribution of death benefits and what this process entails.

Would you rather own Spar or Shoprite’s shares?

Here's what their Human-Factor Scores suggest.

How to catch up your retirement savings

If you know you are behind in your retirement savings, the worst thing you can do is nothing.

Scary headlines

What should investors be doing? Speaking to a financial advisor and letting them worry about those scary headlines!

The role of technology in financial planning

Automated advice models and offerings are no longer a threat to financial planners but rather an enabler to their businesses.  

What to consider before accepting a job offer

Many seemingly unrelated factors, such as the location of your job, the company’s culture, or its staff retention, may inadvertently have a financial impact on you.

The importance of beneficiary nomination

Depending on the nature of the policy or investment, an estate planner can use beneficiary nomination to reduces estate costs.

10 things to know about divorce and your retirement funds

Before contemplating divorce, couples should first seek to understand the impact that it will have on their retirement savings.
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