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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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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.

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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.

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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.

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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.

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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.

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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.

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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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Investment Rates

 

Updated 18 May 2026

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Money Market funds

Updated 18 May 2026

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F&I compliance is good for business and customers
https://youtu.be/ePw0KqfnOZw
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