AI-driven plans reinforce the value of financial advisers
Advisers can highlight their human edge by spotting common gaps in AI-generated DIY plans, from overconfidence in returns to blind spots in risk protection.
#estateplanning
An out-of-date will can be as risky as having no will at all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.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
Courts will be able to override antenuptial contracts upon divorce
The General Laws (Family Matters) Amendment Bill will empower the courts to order fair asset transfers in marriages out of community of property without accrual.
Taking funds offshore is the best and right thing for me to do
The main reasons are the growing threat of populist policies and ensuring that children and grandchildren can study overseas, so they can compete for jobs globally.
Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners
Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.
Video interview: New mutual insurer enters the market
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
Legally wed, financially left out: wife denied pension benefit
The FST has upheld a ruling that a legal spouse must still prove financial dependence or be nominated to receive a share of a deceased member’s pension benefit.
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.
South Africans in the UAE: why you may need a separate will for your assets
Many South Africans assume their SA will covers their UAE assets, but without proper cross-border estate planning, legal complications and delays can arise.
The three-month rule: how divorce impacts your will
A little-known legal provision can have major consequences for divorced individuals who do not update their wills.
Common pitfalls in succession planning for small FSPs
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
Avoid getting in a knot if you haven’t tied the knot
Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.
PPS takes its mutual insurance model to the broader SA market
It says the new business division, called glu, provide members with straightforward insurance solutions and profit-sharing.
A widow’s right to sell: surprising legal twist on a longstanding inheritance practice
The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.
Why fund members are hesitant to adopt trustee-endorsed annuities
Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
