Suretyships mean what they say: advisers learn hard lessons after broker house collapse
A Northern Cape High Court ruling shows how easily advisers can be left personally exposed.
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Global, ambitious, ready: how top achievers navigate MBSE’s PGDip
Top achievers from Moonstone’s Postgraduate Diploma in Financial Planning show how the programme builds professional judgement, technical depth, and career clarity.
Visible risk, invisible cost: advisers urged to pair sun safety with financial cover
With high melanoma rates and limited cover, Momentum Life says summer is the time for advisers to translate health messaging into critical illness conversations.
Co-payments unpacked: the real drivers behind member shortfalls
A practical guide to why co-payments arise, how schemes set them, and how advisers can help clients manage the risk.
How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
Hit the ground running in 2026: MBSE COB modules half price
Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.
Adjudicator’s rulings highlight ongoing confusion over two-pot withdrawals
The retirement funds correctly refused multiple savings component withdrawals and early access to vested benefits.
From spouses to parents: understanding medical scheme dependants
This edition of Cover to Cover explains medical scheme dependant rules, required documentation, and how advisers can help clients keep their families covered.
Family-wide gap cover: a budget lifeline for single-income households
For single parents, a ‘one-family, one-premium’ gap policy turns unpredictable medical shortfalls into a fixed monthly cost, protecting household cashflow.
Ninety One to list two actively managed ETFs on the JSE
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
Income protection leads Bidvest claims as clients face higher short-term risks
According to Bidvest Life’s 2024 Claims Report, younger clients and women accounted for most income protection claims – signalling where advisers’ risk focus may need to shift.
The future of healthcare financing: why brokers must stay agile
In a landscape defined by rising costs and digital disruption, brokers who embrace technology and tailor gap cover to individual life stages will lead the way.
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.
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.
Road risks climb: Why clients can’t afford to skimp on car insurance
South Africa ranks 4th worst in the world for road safety, with rising accident claims underscoring the need for appropriate protection.
Decoding medical plans for your clients
The first edition of our new series unpacks the types of medical plan, who they suit, and why the cheapest option isn’t always the smartest choice.
Navigating double taxation agreements in retirement planning
DTAs shape the taxation of lump sums and annuities. This is what financial advisers can do to preserve clients’ retirement benefits.
