MoneyMarketing SA

Celebrate Financial Planning Week by taking a look at MoneyMarketing SA’s new design. It’s all about easier navigation, cleaner lines and bold, strong colours. New look. Same trusted insights. Access the October issue here: https://lnkd.in/dGW4ynq9 #FinancialPlanningWeek #MoneyMarketing #Newdesign

South Africa’s National Development Plan: Vision 2030 (NDP) serves as a blueprint for progress. Among the most prominent markers of progress are eliminating poverty, reducing inequality, supporting job creation and boosting the country’s competitiveness in the global arena. Tshepiso Kobile, CEO of The Southern African Venture Capital & Private Equity Association (SAVCA) explains why, in this regard, the collaborative efforts of the public and private sectors, as well as the valuable contribution of South Africa’s private equity (PE), private debt (PD) and venture capital (VC) investor community is vital in fulfilling one of the NDP’s key pillars: sustainable investment and growth. Read more about the importance of the NDP: https://lnkd.in/dVkneKkM #NationalDevelopmentPlan #Vision2030 #PrivateEquity #JobCreation #SustainableInvestment #EconomicGrowth

Addressing bias in insurance is a critical industry-wide priority, particularly given its profound impact on the underwriting process. With industry experts predicting that discrimination will become a significant regulatory concern from an AI perspective, it is imperative to adopt an ethical and responsible approach to AI sooner rather than later, says Josefin Rosén, Trustworthy AI specialist at SAS’ Data Ethics Practice. Read more about why it’s essential to address bias in insurance: https://lnkd.in/d6h6aGTC #InsuranceBias #EthicalAI #DataEthics #UnderwritingProcess #DiscriminationInInsurance #TrustworthyAI

MoneyMarketing SA has joined TikTok to be a part of the growing #FinTok community. Research shows there’s been an overall 373% rise in financial content on the app over the last year, so as advocates for the financial planning community, we have identified an opportunity for us to join the trend. We want to promote the fact that it’s crucial to have a financial adviser by your side, and explain how a professional can help to navigate turbulent times and make informed decisions. Check out our Halloween post now: https://lnkd.in/dAdj2JN7

As the private equity market has grown over the past few decades, large funds have attracted an increasingly large share of overall limited partner (LP) capital. Investors have gravitated towards large private equity funds under the assumption that they offer better returns and resilience due to scale and stability. Analysis by experts at Schroders shows that small and mid-sized private equity funds have, in fact, outperformed their large counterparts with more robust and persistent returns through time. Moreover, with the small- and mid-segment contributing most opportunities in private equity, they believe investors should not overlook this valuable portion of the market. Read more about why private equity funds are an excellent investment: https://lnkd.in/dtCDyCzA #PrivateEquity #SmallMidFunds #InvestmentOpportunities #SchrodersAnalysis #FundPerformance #InvestorInsights

Speaking at the FSCA Financial Education inaugural Summit, Unati Kamlaina, Commissioner of the FSCA, spoke of the dire need for financial education in South Africa. The Summit was aimed at elevating the strategic discussion around financial education and motivating heads of financial institutions and other relevant stakeholders to pledge their commitment towards certain financial education goals. Read more about the importance of financial education: https://lnkd.in/dbVd5Ri3 #FinancialEducation #FinancialLiteracy #MoneyManagement #PersonalFinance #FinancialWellness

South Africa's new two-pot retirement system represents a significant shift in retirement planning. 🌟By understanding how the savings pot and retirement pot work, you can make informed decisions that align with your financial goals and ensure a comfortable retirement. 🏦💡Find out everything you need to know about the new system in this handy online guide from MoneyMarketing SA and Glacier by Sanlam.  Download the guide here https://brnw.ch/21wO3pA #RetirementPlanning #FinancialGoals #TwoPotSystem #MoneyMarketing #GlacierBySanlam #SouthAfrica

In today’s fast-paced financial world, technology has become an indispensable tool for financial planners, advisers and wealth managers. However, as with any powerful tool, technology comes with its own set of challenges and potential pitfalls. As an experienced professional in the financial planning profession, Francois du Toit CFP®, CFP® PROpulsion has seen first-hand how misuse or neglect of technology can impact practices and client relationships. Here he explores some of the common mistakes we make and how to avoid them: https://lnkd.in/drxHBF_Y #FinancialPlanning #TechChallenges #DataSecurity #AutomationRisks #EthicalConcerns #ClientTrust

Vukile Property Fund (JSE: VKE) has issued R796m of senior unsecured corporate bonds with three-, five- and six-and-a-half-year maturities. Strong demand from the market was indicated with total interest of R2.7bn resulting in the issuance being over 3.4 times oversubscribed. The three-year notes of R214m were placed at a margin of 119bps, at a level better than price guidance. The five-year notes of R462m were placed at a margin of 137bps and the six-and-a-half-year notes of R120m were placed at a margin of 146bps – both favourably priced at the lower end of price guidance. Read more about Vukile’s most recent offering: https://lnkd.in/dSkeDhKt #VukilePropertyFund #UnsecuredBonds #OversubscribedIssue #CreditQuality #RetailREIT #ValueCreation

The BankservAfrica Take-home Pay Index (BTPI), which tracks the average nominal take- home pay among an estimated 4 million salary earners in South Africa, improved for the fifth consecutive month in August. “The average nominal take-home pay reached R16 582, showing a 6.7% increase compared to a year ago. In real terms, take-home pay also tracked higher at R14 520 in August 2024 or 1.9% up on a year ago levels,” says Shergeran Roberto Naidoo, BankservAfrica’s Head of Stakeholder Engagements. Read more about the latest BankServAfrica’s Take-home Pay Index: https://lnkd.in/dJDvn4gn #ConsumerSpending #InflationRecovery #SalaryIncreases #EconomicGrowth #PensionPayments