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Being Audited
Category: Articles/Investments
... SME market. Yes, it is true that should many of the SMEs choose to not be audited the auditing profession would feel the pinch, says Nolands. However, their business model is not predicated purely on ...Wednesday, 01 September 2010 -
Insurance costs
Category: Articles/Investments
... intermediaries operating in a tough economic environment but says now more than ever there is a need for intermediaries to fulfil their role in the market by continuously seeking the best solution for ...Friday, 27 August 2010 -
Economic recovery
Category: Articles/Investments
... in bellwether stocks (widely believed to be indicators of the trend in stock markets or sectors) such as Wal-Mart, JP Morgan Chase and Pfizer were cut by 99%, 97% and 95% respectively. Although Soros ...Monday, 23 August 2010 -
State of pension funds
Category: Articles/Investments
... in countercyclical manner during 2008-09, engaging in large net equity purchases as markets tumbled, and reducing the intensity of net purchases as markets recovered. However, in some other countries, ...Tuesday, 17 August 2010 -
Investment climate
Category: Articles/Investments
... concern among investors that a double-dip recession may still be awaiting the world economy remain firmly in place as share markets still seem to be stuck in the sideways trajectory that has been around ...Monday, 02 August 2010 -
Final word
Category: Articles/Other
Daddy, where do bulls and bears come from? Most people would at least have a basic idea of what the terms bull and bear markets mean. In very short: the one is a market on the up and the other a market ...Monday, 26 July 2010 -
WC benefit
Category: Articles/Investments
... for 60% of sales during June and July, and the domestic market 40%, the ratios had been reversed this year with the strong influx of soccer-related visitors to the Cape. Birch believed the tournament ...Thursday, 15 July 2010 -
The National Credit Regulator
Category: Media Releases/Media Releases
... market activity. Of the total enquiries made on consumer records, enquiries from banks and other financial institutions accounted for 42.5%, enquiries from retailers accounted for 15.0% and enquiries from ...Thursday, 15 July 2010 -
Ernst & Young launches Banking Index Q2 2010
Category: Media Releases/Media Releases
... since inception. This research is conducted by the Bureau for Economic Research in Stellenbosch. Comments Emilio Pera, lead Banking & Capital Markets Director at Ernst & Young, ‘ Retail and ...Thursday, 15 July 2010 -
OVERVIEW OF UNIT TRUST RETURNS
Category: Media Releases/Media Releases
By Dr Prieur Du Plessis, chairman of Plexus Asset Management and author of the Investment Postcards blog. Global equity markets experienced their third worst quarter of the past eight years as investor ...Tuesday, 13 July 2010 -
Opinion
Category: Articles/Other
... financial markets to be available right on the handset, which can make dealers and traders far more efficient and productive. Telecommunications within the financial services sector is without a doubt ...Thursday, 01 July 2010 -
Economic overview
Category: Articles/Investments
... economic and consumer sentiment – went up sharply in May. The trend indicates that the recovery in the local car market is continuing after plummeting during the global recession. Aggregate industry vehicle ...Tuesday, 29 June 2010 -
Currency policy
Category: Articles/Other
... rate is one of the most volatile currencies, and is also currently assessed to be overvalued by many market participants and analysts, including the IMF . However, estimates ...Tuesday, 29 June 2010 -
Five year milestone reached
Category: Media Releases/Media Releases
... 2010, providing a unique opportunity to review the fund’s ability to perform and protect investors through both bull and bear markets. The Cadiz Equity Ladder Fund, a protected equity fund, ...Tuesday, 22 June 2010 -
Worth a read
Category: Articles/Worth a read
... lifeblood of history. The Italian Renaissance was made possible by a huge cash injection, and the French Revolution was sparked by a stock market bubble. Imperial Spain faded into insignificance due ...Tuesday, 22 June 2010 -
Financial crisis
Category: Articles/Investments
Is the real crisis one of morality? Is the world indeed experiencing a financial crisis, or are the troubling times in which financial markets continually have found themselves since 2008 a mere symptom ...Monday, 14 June 2010 -
Skills development
Category: Articles/Development
... sector, Fasset is referring to a shortage of people with the required attributes to fill positions available within the labour market. A long-term vacancy rate of 5% or higher, was the determining factor ...Monday, 14 June 2010 -
Service excellence: a balancing act
Category: Articles/Investments
... are involved in the financial planning process, such as presenting clients with regular articles and presentations on market trends. Annual reviews of the financial plan are critical, where the financial ...Monday, 31 May 2010 -
Omen or coincidence?
Category: Articles/Other
... golfing events! Coincidences are a little different, and in the financial markets, we have had our fair share. Storms and bad weather have often marked gripping days in the market. In 1987 the classic ...Monday, 31 May 2010 -
It’s a question of trust
Category: Articles/Development
... lose the service battle are likely to lose the battle for market share. At Discovery, we are certainly conscious of the mounting pressure and we constantly are evolving our service offering to ensure we ...Monday, 31 May 2010 -
Client service in wealth management industry
Category: Articles/Other
... PwC. Transparency does not only refer to fees, but comprehensive reporting such as risk (credit, operational), forecasting, performance and greater information of the market overall. The more complicated ...Monday, 31 May 2010 -
Keeping pace in a fast-changing world
Category: Articles/Other
... clients are better informed than they were a few years ago, and this is particularly evident in the affluent market. Telling clients what they require versus engaging with them to find out what those ...Monday, 31 May 2010 -
Seven steps to winning at service
Category: Articles/Development
... a member of the Marketing faculty at your local university and asking them to assist). Schedule at least 15 minutes with a range of clients, explain the purpose of the interaction, and simply listen to ...Monday, 31 May 2010 -
The new client service model
Category: Articles/Banking
... service? Client services, on the other hand, are the things you do for your clients. These consist of your service menu and your value proposition. They are the key to increasing market share and moving ...Monday, 31 May 2010 -
The consumer landscape changed
Category: Articles/Investments
... of the market downturn on returns. It also highlighted gaps in the service models of financial service providers. Today’s consumers are significantly more aware of financial products they invest in. The ...Monday, 31 May 2010 -
Editor's Note
Category: Articles/Editors Notes
... in your practice. Nicola Kleyn, a Marketing lecturer from GIBS, provides a more academic slant on service by showing us step-by-step how the service providers can differentiate themselves from the competition. ...Monday, 31 May 2010 -
Opinion: Unit Trusts and ETFs Differences
Category: Articles/Investments
... money market and offshore markets in South Africa, writes Nick Brummer, Director, of investonline The key difference between these two products is that unit trusts offer a blend of investments or asset ...Tuesday, 25 May 2010 -
Sovereign debt
Category: Articles/Investments
... South African interest rate looks attractive to the European market, which further strengthens the rand, but our exports look continuously expensive. Adding to the European PIGS’ shortage on gross domestic ...Tuesday, 25 May 2010 -
Absa Western Union Launch Global First
Category: Articles/Media Releases
... Absa’s branch network. The new service is available to all Absa account-holders who are registered for either Internet or Cellphone Banking. Western Union intends to maintain its market-leading position ...Wednesday, 19 May 2010 -
BANKSERV Rebrands Expansion Ahead
Category: Media Releases/Media Releases
... Head of Marketing, “which forms a part of the company’s new business model, branding and vision.” Cilliers tips the African continent for vast growth in the immediate future: “Our goal of further strengthening ...Wednesday, 19 May 2010












