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.
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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.
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.
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.
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.
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.
‘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.
PSG Financial Services announces board leadership change
Founder Willem Theron will step down as non-executive chairperson.
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.
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.
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.
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.
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.
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.
Sanlam’s AI Coach expands into healthcare
Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.
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.
