FST draws the line between suspicion and proof in adviser’s debarment case
The decision examines why client complaints, cellphone records, and handwriting evidence failed to establish dishonesty on a balance of probabilities.
Why retirement advice isn’t changing behaviour
Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.
Husband’s domicile no longer decisive in cross-border marriage disputes
Practitioners say the judgment may reshape how assets, spousal claims, and property transactions are handled where marriages span several jurisdictions.
Your crypto could be lost when you die – even if it’s in your will
Estate planning for digital assets must address a critical practical problem: ensuring executors can find and access them without compromising security during your lifetime.
Bonitas, Medscheme clash over scope of CMS investigation
Medscheme says the CMS has broadened its investigation into Bonitas’s procurement processes, but Bonitas disputes that interpretation.
FIC warns of penalties after poor RCR compliance
Less than half of the first group of accountable institutions had submitted their returns by mid-July, while submissions from the second group are low.
Minister approves draft regulations for virtual affidavits
The proposed framework would allow affidavits to be commissioned remotely through live audiovisual technology.
MBSE expands regulatory exam training with new RE1 programme
Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.
Treasury faces seven-day deadline over withheld municipal funds
Lawmakers want legal questions over withheld equitable-share allocations resolved as Treasury begins releasing billions of rand to compliant municipalities.
Dividend-stripping case sharpens the boundaries of legitimate tax planning
The Tax Court has affirmed the choice principle but raised fresh questions about where legitimate tax-efficient structuring ends and impermissible avoidance begins.
The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
The hidden compliance risks behind DOFA, onboarding and supervision
Moonstone’s Paull Lawrence shares practical insights on why DOFA is far more than an administrative record, and where hidden compliance risks can emerge for FSPs.
Planning for retirement is improving, but reality is proving costlier
FNB’s survey shows more South Africans are preparing for retirement, while retirees’ experiences disclose the financial pressures that many did not anticipate.
Investment benchmark debuts with strong customer experience score
The inaugural benchmark outperformed the global standard, while the life insurance results highlighted a similar gap between customer experience and perceived value.
How retailers quietly persuade you to spend more
From store layouts to limited-time specials, understanding the psychology behind shopping can help consumers avoid impulse purchases and keep their budgets on track.
Don’t let COFI ‘scare stories’ distract you from what’s really changing
‘Continuous disclosure’ offers a practical way to understand the framework’s broader shift towards customer outcomes, says Moonstone’s Billy Seyffert.
Discovery research links sleep debt to higher accident risk
Discovery Insure says four years of research show sleep debt is one of the strongest predictors of accident risk, prompting it to add sleep to its behaviour-based insurance model.
Poor sales process alone does not justify debarment
The Tribunal held that procedural shortcomings must be distinguished from conduct showing a representative lacks honesty and integrity.
