Your future self is counting on you
World Financial Planning Day is a timely reminder to reflect on your retirement plan, with MBSE’s Julette Wentzel asking whether your future self will thank you for today’s decisions.
#financialliteracy
Before you judge someone else’s will, check your own
As World Financial Planning Day highlights the value of turning financial goals into action, MBSE’s Tyrone Ford asks whether your own estate plan would leave your family knowing what you wanted – and what to do next.
AI could change financial advice. But who is thinking for the client?
FSCA deputy commissioner Farzana Badat offers a glimpse into the regulator’s thinking on accountability, privacy, and human oversight.
When it’s your money, who should decide?
As employers hand more responsibility for retirement and healthcare benefits to staff, the industry is rethinking how to balance freedom with better financial decisions.
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.
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.
FSCA’s financial education Conduct Standard comes into force
With the transition period now over, financial institutions that offer education initiatives must align with the FSCA’s requirements on governance, evaluation, and accountability.
Focus and intentional action are key to building generational wealth
Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.
Building money confidence early: why financial lessons for kids matter
Alexforbes’ new digital storybook helps children to build confidence in saving, planning, and making smart financial choices.
Sanlam’s AI Coach expands into healthcare
Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.
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.
Gen Z may be the key to fixing SA’s debt crisis
While Millennials and Gen X buckle under rising debt, Gen Z’s openness to credit education and digital tools offers hope for reversing South Africa’s deepening financial crisis.
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.
Defining ‘financial education initiative’: key takeaways from new Conduct Standard
Senior legal adviser Lize de la Harpe unpacks the critical definitions, scope-limits, governance, and reporting obligations of the FSCA’s Conduct Standard.
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.
Finalised Conduct Standard for financial education released
In response to stakeholder concerns over increased costs, the FSCA says the requirements can be scaled to each institution’s size and complexity.
Turn ‘Januworry’ into financial stability: expert advice for 2025
Bertie Nel, Momentum’s head of Financial Planning and Advice, shares why the start of a new year is the perfect time for financial advisers to guide clients toward smarter decisions.
