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.
FPI
Planners as influencers: how to grow reach without losing trust
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
Nicola Langridge is the 2025 Financial Planner of the Year
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.
FSCA is aligning its work with COFI before the Bill becomes law
The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Tech, sustainability, and transparency will be currency of financial advice
The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.
Umbrella funds boom – advisers should assess fit, not just fees
For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.
Group benefits are a safety net – if they’re understood
Employee benefits specialist and Certified Financial Planner® Johann Peens unpacks the common pitfalls that can leave members exposed.
Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners
Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.
COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
COFI | Why FSPs should start planning now for proportionality
As the COFI Bill edges closer to becoming law, practice management expert Anton Swanepoel urges smaller FSPs to define their size early to unlock the benefits of proportional regulation.
FSCA urges financial institutions to verify CPD providers
The Authority says an entity called LearnOn was found to have issued invalid certificates linked to the Financial Planning Institute.
MBSE celebrates 10 years of innovation in online financial education
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
Further education boosts confidence and expertise in financial planning
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
Excellence in action: MBSE students rank high in CFP® exam
As MBSE students earn top-five ranks in the CFP® Professional Competency Exam, the school is already gearing up for the 2025 introduction of the Capstone Project, a new assessment model.
