What happens when clients stop behaving their age?
Sanlam’s latest Benchmark suggests economic shocks, disrupted careers, and health risks are reshaping how clients across age groups make financial decisions.
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More than marks: The stories behind MBSE’s top PGDip graduates
Three graduates, three very different journeys – meet the professionals whose determination, resilience, and love of learning earned them a place among MBSE’s top PGDip achievers.
More than a qualification, a story of perseverance
MBSE’s first in-person graduation ceremony celebrated not only its graduates, but a vision for professional education that has been almost two decades in the making.
The quiet revolution in retirement fund costs
Despite two decades of growing regulation, administration costs have fallen sharply, leaving more retirement contributions invested for members.
Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
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While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.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.
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.
