Unclaimed benefits | Support for central tracing, not central control
Retirement funds back efforts to make unclaimed benefits easier to find but say transferring billions in retirement assets into a central fund goes too far.
#financialplanning
Experience meets purpose for MBSE’s Wealth Management top achievers
Financial services professionals explain how the Higher Certificate in Wealth Management sharpened their skills, broadened their perspective, and prepared them for the next stage of their careers.
Planning for survival: How medical advances are reshaping insurance claims
Old Mutual says advisers should focus more on the financial impact of surviving illness, as recovery increasingly brings prolonged income and healthcare pressures.
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.
Why retirement advice isn’t changing behaviour
Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.
Gary Kirsten: Why the best decisions are rarely made in the heat of the moment
From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
Preserved, but scattered: the new retirement savings challenge
As members leave compulsory preserved savings behind when changing jobs, fragmentation across funds may make it harder to manage fees, investments, and progress towards retirement.
Preparing for diminished capacity: what advisers need to consider
An ADASA webinar will bring together financial, legal, and ethical expertise to explore how professionals and families can prepare before difficult decisions become urgent.
Your crypto could be lost when you die – even if it’s in your will
Estate planning for digital assets must address a critical practical problem: ensuring executors can find and access them without compromising security during your lifetime.
AI can assist at every planning stage, but advisers remain accountable
New FPSB guidance says professional scrutiny should extend beyond factual accuracy to omissions, bias, assumptions, and the alternatives considered by AI models.
Financial services resilient as risks converge
IRMSA says economic weakness, cyber threats, fraud, and climate pressures are increasingly interacting, while digital innovation and financial inclusion offer routes to growth.
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.
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.
