Hollard refreshes brand positioning around greater certainty
The insurer says its new positioning reflects the need to help customers navigate interconnected risks and make more confident decisions in a changing world.
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Opt-out rules bring financial services into the compliance net
The NCC’s draft guidelines include financial institutions and insurers, giving businesses five months to prepare for monthly database cleansing and enforcement.
RAF’s balance sheet delivers a brutal reality check
The return to the GRAP accounting standard has put R452.4bn of liabilities back on the books – more than nine times the RAF’s annual income of R48.1bn.
Sanlam offers R505 a share to take Santam private
Sanlam wants to take full ownership of Santam in a deal that values minority shareholders’ exit at a 26.6% premium.
Momentum Corporate to acquire full ownership of Verso
The deal gives Momentum full ownership of the retirement fund administrator despite Verso’s recent losses, with scale and complementary businesses central to the rationale.
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.
FIC provides practical guide to RMCP submissions under Directive 12
The FIC has laid out the practical steps for accountable institutions facing their first RMCP submission deadlines under Directive 12.
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.
Women are managing more money as global fund-management progress slips
The 2026 Alpha Female Report records the first fall in female representation among active fund managers in eight years, while assets managed by women and mixed-gender teams continue to grow.
Trevor Manuel: Good regulation is only as strong as its enforcement
The former finance minister says South Africa’s challenge is not a shortage of regulation, but ensuring institutions have the people, skills, and capacity to implement it effectively.
JIBAR transition enters legislative phase
A Bill before Parliament would give the SARB a statutory mechanism to address legacy contracts that still reference JIBAR when the benchmark ceases at the end of 2026.
Your client’s email is hacked. You make the payment. Who pays?
Practical steps for FSPs and their clients to spot, verify, and prevent fraud before a compromised email becomes a costly payment.
What do clients really want from a financial adviser?
Morningstar research finds that clients are looking for more than help with specific financial problems – and advisers may need to rethink how they explain their value.
Sanlam bets on banking to deepen customer ties
A new GoTyme-powered banking service is part of a broader strategy to build closer customer relationships, even as investment in future growth weighs on earnings.
Are trustees looking at the real cost of retirement-fund fees?
Initial cost comparisons can obscure how fees linked to assets, salaries, or membership grow over time, potentially producing sharply different outcomes.
ASISA: Transformation Fund should build on what is already working
The savings and investment industry says it supports transformation but warns that a proliferation of overlapping policy frameworks could undermine gains already achieved.
