What will the world look like when today’s 30-year-old retires?
The energy transition, AI, and longevity are reshaping the economic landscape that young retirement savers will inherit, says Prescient Investment Management’s Bastian Teichgreeber.
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Retirement is no longer a hard stop
PSG’s Mariska Redelinghuys says retirement planning needs to reflect people who continue earning, support family and face rising healthcare costs.
Municipal instability comes with a bill for households, businesses and investors
Unreliable services, rising operating costs and coalition uncertainty are putting pressure on household finances and business confidence ahead of the local government elections.
Life annuities: the restriction advisers cannot afford to leave unexplained
Two complaints heard by the FAIS Ombud highlight the consequences when advisers fail to properly assess clients’ circumstances or explain the restrictions of a life annuity.
South Africa’s retirement system has assets, but not enough reach
According to the 2026 Marsh CFA Institute Global Pension Index, South Africa ranks 51st out of 55 retirement systems.
Fewer workers, longer retirements: the demographic squeeze on pension systems
The number of potential workers for every older person in more developed regions is projected to fall from 4.3 to 2.7 over the next 30 years.
AI is changing what clients pay financial advisers for
Stafford Masie challenges advisers to rethink their value as AI makes information, analysis, and technical expertise increasingly accessible.
Ukuzalisekisa izibophelelo, ukuqinisekisa ikamva: isikhokelo sokulawula inkxaso yosapho
Ukulungelelanisa uxanduva lokuxhasa ngemali usapho (i-Black Tax) nokukhusela ikamva lakho lezemali kuyenzeka ngokubeka imida ecacileyo, ngokucwangcisa ngobuchule nangokufumana iingcebiso kwiingcali zemali.
Why put a finance qualification on your 2027 to-do list?
What will still be useful when the world of work changes? A finance qualification can provide a foundation in knowledge, technology, and skills that can adapt with the industry.
Can advisers explain their AI-assisted recommendations?
Panellists at the FIA Advice Summit said advisers must question AI-generated recommendations, apply their own judgement, and remain accountable for the advice they give.
Offshore investing: choosing the right structure for the people who will inherit
Albert Coetzee explains why offshore investment structures must account for situs tax, beneficiary circumstances, and succession planning to ensure wealth reaches the intended heirs.
The missing step between financial advice and action
A three-part approach that helps planners understand clients’ wider relationships, adapt conversations to their readiness, and make implementation less daunting.
FIA Advice Summit 2026: Watch Moonstone’s interviews from the event
Moonstone covered the people and perspectives behind the conversations shaping financial advice. Watch our interviews with FIA leadership and industry representatives.
COFI: What must an advice file prove beyond compliance?
The FSCA’s Lezanne Botha explains why signed forms and completed disclosures are not enough, and what evidence can show that advice was suitable and customers were treated fairly.
Would your planning practice survive without you?
Mark Hedderman challenges advisers to test how well their firms could maintain client relationships, service standards, and decision-making if the founder were suddenly absent.
FIA Advice Summit 2026: Why trust matters more than ever
From AI and climate risk to healthcare costs and regulatory reform, the summit explored how advisers can adapt while preserving sound judgement, accountability, and meaningful client relationships.
‘Understand the client’s life before investing their money’
Kim Potgieter explains how advisers can uncover clients’ goals, money beliefs, and emotional responses before recommending a financial solution.
