Building money confidence early: why financial lessons for kids matter
Alexforbes’ new digital storybook helps children to build confidence in saving, planning, and making smart financial choices.
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Three years that matter: emigration and access to retirement funds
The three-year countdown starts only when SARS formally recognises you as a non-resident – a difference of months can affect access and tax outcomes.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Two pots showing results, but success hinges on preservation and education
Industry experts say that small, unclaimed pots left behind by members pose a growing challenge that must be managed to protect long-term retirement outcomes.
Alexforbes defends legal position after Mabuza pension freeze
The High Court freezes payouts from the late former Deputy President’s R44.7m annuity amid a family dispute.
Alexforbes launches umbrella fund solution: Alexforbes One
Alexforbes has launched Alexforbes One, a new umbrella fund aimed at providing a unified solution for employers, intermediaries, and members.
An out-of-date will can be as risky as having no will at all
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
Majority back mandatory sustainability reporting, but few feel ready
Despite high voluntary disclosure, challenges such as resource constraints and complex standards highlight the need for government-led guidance and skills development.
Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.
Survey highlights the role of BEE in shaping retirement fund investments
Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
Bonitas celebrates brokers for driving the scheme’s growth
Industry leaders such as AlexForbes, Avoir Corporate Healthcare, and Hippo Advisory shone bright at the third annual Top Broker Awards.
Two-pot withdrawals linked to surge in used car sales
The Bureau of Market Research discloses what South Africans have done with their savings benefit withdrawals since September 2024.
Alexforbes reports R7 billion in two-pot system withdrawals
It says 47% of members intend to make future claims – with 34% of those who have already claimed planning to do so again.
New survey to enhance transparency and benchmarking for investors
The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.
‘Enhanced member engagement’ yields higher inflows for Alexforbes
Profit from operations increased by 13% despite higher operating expenses attributed in part to implementing the two-pot system.
Two pots: most Alexforbes members who have claimed will do so again
The company says 32% of its membership base have submitted claims with a value of about R6.5 billion.
