Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
Author: Moonstone Information Refinery
Mental health is reshaping the chronic disease equation
New findings suggest emotional well-being now plays a growing role in whether patients with diabetes, cancer, and heart disease stay stable and out of hospital.
Two-pot’s hidden effect: members are staying in retirement funds
While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.
Enforcement notice may signal tougher PAIA scrutiny for companies
The Information Regulator’s decision suggests companies may face closer scrutiny when they rely on commercial-confidentiality grounds to refuse access to records.
Alexforbes delivers record assets as underlying profit jumps 22%
Despite a decline in headline earnings, Alexforbes delivered strong underlying growth, with record assets, rising retail inflows, and expanding umbrella fund assets.
What better healthcare could look like in South Africa
Discovery’s data shows how prevention, screening, and co-ordinated care can extend lives – while raising difficult questions about how to replicate those gains more widely.
Income protection dispute turns on 10% increase versus CPI cap
The Appeal Tribunal found that voluntary pre-claim benefit increases were distinct from post-claim escalation and could not be used to support a fixed 10% increase.
South Africans are using AI to shop, but stop short at checkout
Consumers are using AI to compare prices and find products, but most still want human control when it’s time to pay, Visa’s study finds.
Green shoots emerge, but can South Africa build on them?
Signs of recovery are emerging across the economy, yet questions remain about whether the momentum can survive global uncertainty.
Millions may get SARS refunds without submitting returns
Auto-assessments begin on 1 July. This is what taxpayers should do to avoid delays, protect themselves from scams, and ensure refunds are paid without a hitch.
The 11-year health gap: what adds – or costs – years of life
Discovery Health’s analysis of 2.7 million medical scheme members shows how earlier intervention, better treatment, and healthier lifestyles are reshaping life expectancy.
ASISA insurers pay out 94% of death claims in 2025
Beneficiaries received R44.2 billion last year, with most declines linked to non-disclosure, fraud, unpaid premiums or policy exclusions.
Last call: FETC applications close on 12 June
Applications for MBSE’s FETC: Wealth Management and FETC: Short-term Insurance qualifications close on 12 June, marking the final opportunity for new students to enrol in these widely used entry-level financial-services programmes.
MPs query whether tougher AML laws are solving the problem
Treasury adviser Ismail Momoniat warns that police corruption and unfinished financial-crime cases could weigh on SA’s FATF assessment.
DUI exclusions drive increase in motor claim disputes
Motor, homeowners’, and commercial policies again generated the most complaints to the Non-life Division, with exclusions and claim rejections driving many disputes.
Banking complaints surge as fraudsters follow customers online
Complaints to the banking ombud jumped 25% in 2025, with phishing, account takeovers, and unauthorised transactions leading the way.
What six banking disputes reveal about how the ombud thinks
The NFO’s 2025 annual report offers a glimpse into the disputes that reach the banking ombud – and the lessons they hold.
