Digital assets: three questions advisers need to be asking
Who can advise on digital assets, where can clients move them, and what can SARS see? A practical look at the questions advisers need to understand.
AI use surges among financial planners, but governance remains uneven
The FPSB’s second global study finds growing use in client service and research, alongside reported efficiency gains and concerns about privacy and reliability.
ConCourt clears pension obstacle in divorce redistribution claims
Following its 2023 judgment, the Court has removed the separate exclusion that prevented pension interest from being considered in qualifying post-1984 marriages.
Compliance in a world without a rule for everything
Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.
AI puts the onus on advisers to exercise professional judgement
An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.
When the client moves offshore, the insurance doesn’t have to
Cross-border clients can create complex insurance challenges – from foreign-currency liabilities and estate duty to tax residency, beneficiaries, and offshore compliance.
Complaints against medical schemes rise by 24.6%
The CMS’s 2025/26 annual report also highlights progress on a costed primary healthcare benefits package and research into linking administrator fees to outcomes.
The South African client is becoming increasingly global
International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.
New AI tool helps untangle rules for moving money abroad
The Institute for International Tax and Finance says Clara can indicate when SARS approval may be required and which supporting documents users may need.
Car repossession: what the bank must do and what you should check
The process differs depending on whether possession is authorised by a court or the consumer agrees to surrender the vehicle voluntarily.
Hollard refreshes brand positioning around greater certainty
The insurer says its new positioning reflects the need to help customers navigate interconnected risks and make more confident decisions in a changing world.
What happens to your debt when you die
Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.
Opt-out rules bring financial services into the compliance net
The NCC’s draft guidelines include financial institutions and insurers, giving businesses five months to prepare for monthly database cleansing and enforcement.
RAF’s balance sheet delivers a brutal reality check
The return to the GRAP accounting standard has put R452.4bn of liabilities back on the books – more than nine times the RAF’s annual income of R48.1bn.
14 appear in court over alleged R3.99m VAT refund fraud
The case forms part of Project Jan Vas, a wider investigation into an alleged organised criminal network targeting the tax system across several provinces.
Brendan Dunn ‘goes one step further’ to win 2026 Planner of Year Award
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Wednesday night.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
Sanlam offers R505 a share to take Santam private
Sanlam wants to take full ownership of Santam in a deal that values minority shareholders’ exit at a 26.6% premium.
