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.
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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.
Draft policy reframes financial education as a core conduct requirement
National Treasury’s draft framework signals tighter expectations for how firms deliver, integrate, and measure financial education.
Rejected claims expose behavioural risk in motor insurance
Motor insurance data shows most rejected claims are still driven by preventable driver behaviour, with direct implications for underwriting, advice and client risk.
The conversation people should have after a terminal diagnosis
Early disclosure to a financial adviser can help secure liquidity, reduce delays, and spare families unnecessary administrative stress.
Living benefits overtake death claims as Discovery Life payouts shift
Discovery Life’s 2025 statistics show 65% of payouts go to living benefits – advisers must rethink risk, product design, and client conversations.
How financial advisers support clients during market volatility
A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.
New CPD courses tackle crypto advice and real-world ombud lessons
MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.
Last call for accessible FAIS-aligned entry qualifications at MBSE
With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.
Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
Ninety One flags shift from US dominance to broader opportunity sets
John Stopford says future market returns may be shaped by different forces than those of the past decade, with implications for South African assets.
