Breaking News

Help us find Santa’s escaped elf who has made the EBnet website his home! Send a selfie with the EBnet Elf in the background to chris@ebnet.co.za – the first confirmed sighting received every day between now and Christmas will win a daily prize. (#selfiewithelfie).

Editor’s Thoughts.

I had dinner the other night with a friend, her 81 year old mom and her 17 year old son – three generations around the table. Conversation turned to finance and money. Not surprisingly, the financial goals of each of the 3 generations were very different. What was the same regardless of age, however, was the lack of financial skills and knowledge needed for confident decision making.

When asking for when a living annuity payment would be received after the passing of her husband, my friend’s mom received a long winded response from her financial advisor about the compliance requirements in transferring this annuity into her name and how deeply committed they were to compliance in their efforts to get South Africa off the grey list. Wait! What?

In recent meetings with some of the country’s leading financial advisors, I’ve realised that this story is not unusual.  The need for financial literacy and education is urgent. Yes, I know the Q3 GDP numbers came our earlier this week (Citadel’s article) and the Employment Equity Amendment Act comes into effect on 1 January (Bowmans). But my Top Picks for today are the articles from Momentum on how much that holiday will really cost you depending on where you fund it from, and PSG’s views on where to best invest that year-end bonus.

Send your articles and content (max 800 words) to the Editor. If you are an independent contributor, your content will be shared as an EBnet Independent Opinion.

Editor’s Live Updates.

The Editor attends many industry conferences and events and will keep you updated from these live through X, as they unfold.

Follow the editor here.

Loading poll ...
Coming Soon
What will be the main topic of conversation in our industry in 2025?

Upcoming Events.

Current Month

Notice Board.

Most Recent Reads.

Spend your bonus wisely: make it work for you

Spend your bonus wisely: make it work for you

  Thomas Berry, Head of Sales at PSG Wealth   As we approach the festive season, many professionals are eagerly anticipating their annual bonuses – a well-deserved reward for a year of...

Old Mutual leverages expertise into a total benefits solution for clients

Lindiwe Sebesho, Managing Director, Remchannel
Blessing Utete, Managing Executive , Old Mutual Corporate Consultants

Fees and value in retirement fund investments

Sasfin Financial Advisory Services
Jason Becker, Head Client Services

Timing is everything

Private Client Holdings
Mark MacSymon, CFP®, Wealth Manager 

Transformation in the investments industry

Prowess Investment Managers
Kelebogile Moloko, Founder and Chief Investment Officer

Quick Links.

MARKET DATA SPONSORED BY

*Click the tabs to view additional updates

Share on Your Socials

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!