What makes a great financial planner? MBSE’s top achievers have one answer
The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.
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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.
Government gives legacy financial services qualifications another reprieve
A government extension means MBSE can continue enrolling students for its FETC: Short-term Insurance and FETC: Wealth Management qualifications for another 24 months.
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.
Two-pot’s hidden effect: members are staying in retirement funds
While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.
Alexforbes delivers record assets as underlying profit jumps 22%
Despite a decline in headline earnings, Alexforbes delivered strong underlying growth, with record assets, rising retail inflows, and expanding umbrella fund assets.
Sanlam partnership helps Ninety One grow to record AUM
The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.
Why are so few affluent investors using offshore platforms?
Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Sanlam pivots towards partnerships as active management model shifts
The group says the industry is moving towards customised solutions, prompting it to hand active management to Ninety One and focus on alternatives, distribution, and emerging markets.
State Street and Ninety One partner in active ETF push
The tie-up will begin with global equity and emerging market ETFs and is designed to widen access to active strategies across international markets.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
Still short on CPD hours? MBSE suggests ready-made combinations
MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.
Discipline, not distress: South Africans rethink how they spend
From weight-loss drugs reshaping grocery spend to online betting redefining entertainment budgets, South Africans are spending more deliberately – and differently.
CPD deadline looms – make the final hours count where it matters
With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.
PSG earnings rise 33.5% as markets boost performance fees
PSG Financial Services reported strong earnings growth, supported by favourable market conditions and higher performance fees.
