What happens when clients stop behaving their age?
Sanlam’s latest Benchmark suggests economic shocks, disrupted careers, and health risks are reshaping how clients across age groups make financial decisions.
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Small bets, big consequences: How gambling quietly erodes financial resilience
The latest Benchmark research argues that small, recurring gambling losses can compound over time just as powerfully as disciplined investing can build wealth.
The next frontier for employee benefits is integration
Sanlam’s Benchmark report argues that improving member outcomes increasingly depends on linking financial advice, healthcare, and risk benefits.
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Two-pot system reshapes behaviour, but retirement gaps remain
The two-pot system has changed how members check balances and withdraw funds, but evidence shows the reform alone won’t fix long-term retirement shortfalls.
Mastering what matters: a framework for retirement planning
Nedgroup Investments’ Nic Andrew shows advisers how a simple, repeatable framework – focused on a handful of high-impact levers – can boost clients’ retirement success probabilities.
AI + empathy: why financial advice’s future is human at heart
Momentum CEO Jeanette Marais says the future of scalable, effective financial advice lies in blending smart tech with emotional intelligence.
Investors’ costly habit: how behavioural biases are eroding returns
Momentum Investments’ latest Sci-Fi Report reveals how switching funds at the wrong time continues to erode returns, with behaviour tax remaining alarmingly high post-Covid-19.
FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
How your money personality shapes year-end spending
Recognising the three key traits – prudence, anxiety, and prestige – can help individuals manage their spending habits and avoid financial stress
