Author: Zaakirah Khalfe

Given the sharp losses recently experienced by investors worldwide, we answer the two most pressing questions our clients are struggling with right now: What is happening?...

A Linked Investment Service Provider (LISP) is a one-stop shop that administers a variety of underlying investments, available directly or via investment vehicles such as...

The term ‘fourth industrial revolution’ is still largely unknown to the average South African, and yet it has the potential to change the way everyone learns,...

A small  number  of  websites  marketing  themselves  as “robo-advisors” have been launched in South Africa to date, but more are coming. Having looked at “robo-advisors”...

Ethical investing has gained in popularity in recent years as investors look to invest in line with their moral as well as financial interests. We...

In our previous articles we have written a lot about guaranteed annuities, whereby you are guaranteed to receive a monthly income for the rest of...

Umbrella funds are taking over as the vehicle of choice for occupational retirement savings as companies find the provision of stand-alone retirement fund arrangements increasingly...

TIP 1: How to save fees when investing in unit trusts Unit trusts range in price from 0.40% per annum to over 3% per annum....

This paper is one of a series of technical discussion papers that promotes household savings and reform of the retirement industry. It follows on from...

A recent trip to the US proved very worthwhile in getting the lay of the land as far as robo-advisors are concerned. The new term...