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Home / Posts tagged “#wealthmanagement”

#wealthmanagement

Videos

Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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Budget: Key changes for taxpayers and investors

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Life insurers top R5 trillion as growth masks rising risk pressures

Strong market performance lifts assets to record highs, but lapses and protection gaps persist beneath the surface.

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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.

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Beyond flexibility: the added gains of online learning

Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.

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Last call for accessible FAIS-aligned entry qualifications at MBSE

With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.

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‘Happening at the speed of light’: AI’s impact on portfolios and advice

Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.

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PSG Financial Services announces board leadership change

Founder Willem Theron will step down as non-executive chairperson.

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New Cogence portfolios blend public and private markets for retail investors

The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.

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Where theory meets practice: HCWM graduates turn learning into impact

Top achievers share how MBSE’s Higher Certificate in Wealth Management translates knowledge into real-world confidence.

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Focus and intentional action are key to building generational wealth

Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.

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Honouring obligations, securing futures: a guide to managing family support

Balancing ‘Black Tax’ with your own financial security is possible through clear boundaries, strategic planning, and professional guidance.

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Three paths, one milestone: how MBSE’s ACFP shapes financial planning careers

From a shipbuilding director to a career-changer at 40 and a junior adviser navigating cross-border portfolios, MBSE’s Advanced Certificate in Financial Planning equips diverse professionals with confidence.

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Meet the people behind MBSE’s qualifications at the November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Sanlam’s AI Coach expands into healthcare

Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.

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Plan your next career move at MBSE’s November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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MBSE’s Virtual Open Days include new BCom in Financial Management

Across three days in November, aspiring and current financial services professionals can explore MBSE’s suite of accredited qualifications.

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Momentum doubles down on IFAs – advice at the heart of its impact strategy

CEO Jeanette Marais says Momentum will ‘invest aggressively in advice’ in its effort to strengthen VNB and long-term competitiveness.

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Study smarter in 2026: MBSE registrations are now open

Kickstart your career with MBSE’s accredited online qualifications – from certificates to its new future-ready BCom degree.

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Investment Rates

 

Updated 13 April 2026

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Money Market funds

Updated 13 April 2026

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COFI moves from policy to legislation
https://youtu.be/ldYdfy96aBw
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