Unclaimed benefits | Support for central tracing, not central control
Retirement funds back efforts to make unclaimed benefits easier to find but say transferring billions in retirement assets into a central fund goes too far.
#financialadvisers
Planning for survival: How medical advances are reshaping insurance claims
Old Mutual says advisers should focus more on the financial impact of surviving illness, as recovery increasingly brings prolonged income and healthcare pressures.
Adviser usage falls, according to latest Old Mutual Monitor
Fewer respondents are using advisers as AI tools gain traction, and many remain unsure where to turn for financial guidance.
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.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
CAM opens Citadel’s investment engine to independent advisers
IFAs can delegate functions including asset allocation, manager research, and portfolio construction while retaining responsibility for advice and client relationships.
Preparing for diminished capacity: what advisers need to consider
An ADASA webinar will bring together financial, legal, and ethical expertise to explore how professionals and families can prepare before difficult decisions become urgent.
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.
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.
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While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.
Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
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.
CPD deadline days away: MBSE highlights immediate-access course options
Professionals still have time to complete any outstanding hours, but they should avoid leaving enrolment to the weekend.
Running out of time for CPD? MBSE says use the hours you already have
Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.
Still short on CPD hours? MBSE suggests ready-made combinations
MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.
The evolution of financial advice: why empathy matters as much as expertise
As financial advice shifts beyond technical solutions, advisers are increasingly valued for their ability to guide clients through behaviour and life’s defining moments.
CPD deadline looms – make the final hours count where it matters
With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.
