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Where the app and adviser meet: The role of holistic financial advice

15 April 2026 | General

South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is consumed, everyday behaviours are now shaped by platforms that prioritise immediacy, convenience and personalisation.

Sound financial advice touted to protect life insurance premium

09 April 2026 | General

Advisers and financial planners will have their work cut out to ensure their clients retain their death, disability and severe illness covers through the current period of uncertainty. It will take your steady hand to prevent kneejerk responses to falling household disposable income on the back of higher fuel prices and the inevitable interest rate hikes to follow.

Awareness is key to protecting your clients from fraud

26 March 2026 | General

Customer-facing staff across the financial services sector face a daily onslaught from con artists and fraudsters who go to extreme measures to compromise client accounts. These criminals, who are often part of organised criminal syndicates, use email, social media and telephones to perpetrate a range of nefarious activities spanning data compromise, lodging false insurance claims and outright theft from bank and investment accounts.

Why Behavioural Finance Will Matter More Than Ever in the Age of AI

24 March 2026 | General

Artificial intelligence is getting frighteningly good at the technical side of financial planning.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Advisers positioning for USD100 trillion wealth transfer

24 March 2026 | General

Will COFI Force IFAs to Consolidate? Separating Myth from Reality

23 March 2026 | General

Advisers must test the tax case for endowment switches

19 March 2026 | General

Mastering cross-border estates and trusts

16 March 2026 | General

Five forces changing what financial advice looks like today

13 March 2026 | General

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

10 March 2026 | General

Reinventing advice for 2026

26 February 2026 | General

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

25 February 2026 | General

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Intermediaries / Brokers