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.
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.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
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.
Discipline, not distress: South Africans rethink how they spend
From weight-loss drugs reshaping grocery spend to online betting redefining entertainment budgets, South Africans are spending more deliberately – and differently.
Behaviour outperforms income in financial well-being measure
The Franc Wealth Index finds that financial planning, emergency savings, and consistent investing are most closely associated with stronger financial outcomes.
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.
Sanlam links health and wealth in advice model shift
The group plans to combine healthcare and financial data to refine risk assessment and product pricing.
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.
Beyond flexibility: the added gains of online learning
Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.
Gambling surge strains retirement savings and prompts tax response
Old Mutual findings and industry commentary show gambling is reshaping spending, eroding savings, and drawing policy attention, with implications for employers and advisers.
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 strengthens saving for retirement, says Sanlam
The changes include the increase in the annual tax-deduction cap, and new annuitisation and living annuity commutation thresholds.
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.
Life cover nominations still valid despite administrative slip
A signed nomination received during the policyholder’s lifetime satisfied the contractual requirements despite an incorrect policy number.
