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Intermediaries / Brokers / General

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Why the higher CGT exclusion won’t prevent deceased estate delays

Why the higher CGT exclusion won’t prevent deceased estate delays

10 March 2026

When a client dies, SARS doesn’t “close the file”. Any outstanding tax returns, assessments, or unpaid tax become a priority claim against the deceased estate, and unresolved tax affairs remain one of the biggest reasons estates get stuck in administration.

Reinventing advice for 2026

Reinventing advice for 2026

26 February 2026

The financial advice landscape is transforming faster than ever before, driven by data, technology, and shifting client expectations. According to Lizelle van der Merwe, CEO of the Financial Intermediaries Association (FIA), the financial adviser’s role has already evolved far beyond simply recommending products.

An adviser’s guide to investing in healthcare data and wearables

An adviser’s guide to investing in healthcare data and wearables

25 February 2026

Separating signal from noise in the AI-backed healthcare and wearable devices sector is complex, requiring specialist research and active management to navigate. Today’s newsletter has a somewhat different ‘look and feel’ as FAnews shares investment insights from a Q&A interview with Dr Jimmy Muchechetere, Global Healthcare and Industrials Equity Research Analyst at Investec Investment Management.

An adviser’s guide to navigating rands, sense, and relationships

An adviser’s guide to navigating rands, sense, and relationships

10 February 2026

When couples fight about money, it’s rarely about the numbers. Here’s how to decode their Money Personalities and turn conflict into collaboration.

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Question

Would you willingly give up your medical scheme membership under a fully implemented NHI?

Answer
Managing cyber risk is also our brokers’ responsibility

Managing cyber risk is also our brokers’ responsibility

29 January 2026
Building a seamless, digitally enabled practice is key to broker success

Building a seamless, digitally enabled practice is key to broker success

27 January 2026
Why succession planning can't wait

Why succession planning can't wait

21 January 2026
Why 2020Fix (2026) demands new financial clarity

Why 2020Fix (2026) demands new financial clarity

19 January 2026
Compliance is key in the journey

Compliance is key in the journey

12 January 2026
Wake up and smell the COFI

Wake up and smell the COFI

12 December 2025
COFI and Omni-RR: Why IFAs Aren’t Going Anywhere

COFI and Omni-RR: Why IFAs Aren’t Going Anywhere

12 December 2025
Charting the future of advice: how planners are preparing

Charting the future of advice: how planners are preparing

04 December 2025
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