Newsletters 2025
January 2025
New Year 2025: This time it will be different - Straight Talk - 13 January 2025
Is your financial advisory practice prepared for the future? - Featured Article - 14 January 2025
California fires have insurers, reinsurers on notice - 15 January 2025
Complex CIS landscape highlights value of financial advice - 16 January 2025
Lacklustre GDP outlook contributes to tough financial planning landscape - 20 January 2025
EM insights to elevate your 2025 investment advice - 21 January 2025
The next generation of cyber threats - 22 January 2025
Nothing is certain but death, taxes and Ponzi scams - 23 January 2025
The R3.5 billion challenge facing SA insurers and intermediaries - 27 January 2025
Red tape or reform? - 28 January 2025
What the Global Risk Report teaches brokers and risk managers - Featured Article - 29 January 2025
Financial advising lessons from money habits and marshmallows - 30 January 2025
February 2025
How South African advisers can tackle the offshore-onshore conundrum - 3 February 2025
Reframing client cynicism through economic history - 5 February 2025
Brokers spectate as LCBO war heats up - 6 February 2025
How brokers and advisers can navigate evolving well-being - 10 February 2025
10 Truths to steer your advice practice by in 2025 - 11 February 2025
Has the Expropriation Act deflected from SA’s Davos performance - 12 February 2025
Risk, rates, and resilience: brokers and reinsurers brace for 2025 - Featured Article - 13 February 2025
AI-related liabilities: a call for caution - 17 February 2025
Property rights, free trade, and sound money will free up local markets - 18 February 2025
SA needs GDP to go to 3% or higher - 19 February 2025
Time for advisers to wade into the two-pot advising opportunity - 20 February 2025
When second-hand car pricing meets insurer telematics data… - 24 February 2025
“Expect the unexpected” from Trump - 26 February 2025
How the ‘budget that never was’ affects your clients’ future - 27 February 2025
March 2025
Insurers’ QRF initiative mitigates wildfire risks - 3 March 2025
Broker evolution in a changing risk landscape - 4 March 2025
Financial planning in an era of changing laws and economic pressures - 5 March 2025
Fund managers predict IFA consolidation and the rise of the DFM - Featured Article - 6 March 2025
Brokers must take charge of the subjectivity debate - 10 March 2025
Anchored in advice – what career cross-currents must today’s financial adviser navigate? - 12 March 2025
Government says it feels your pain, makes a grab for more of your cash - 13 March 2025
Brokers and insurers must rethink their approach to cyber risks - 17 March 2025
Government’s NHI fix won’t work - 18 March 2025
Advisers take note: cheap is not always nasty - 24 March 2025
The risk of inaction: addressing SA’s short-term insurance crisis - 26 March 2025
FSPs under increased scrutiny, grey list or not - 27 March 2025
Conduct reform does not hinge entirely on COFI enactment - 31 March 2025
April 2025
Composite policies: a legal wake-up call for insurers - 1 April 2025
Fixing financial outcomes begins with rethinking adviser remuneration - 2 April 2025
Treasury’s CIS tax proposal risks breaking a savings system that works - 3 April 2025
Protecting clients’ capital in multi-asset funds - 7 April 2025
CoFI: navigating regulatory changes for financial advisers - 8 April 2025
Advisers play a critical role in shaping financial outcomes - 14 April 2025
Mortality and morbidity risk improvements - 15 April 2025
From debt relief to used cars: where the Two-Pot money is going - 16 April 2025
An insurance cover you have probably never heard of - 17 April 2025
Three disruptors every financial adviser needs to prepare for - 23 April 2025
RRP… bridging the skills gap in SA’s insurance industry - 24 April 2025
When FSPs Slip Up: FIC Act in Focus - 29 April 2025
Legislative Shifts in Divorce and Pensions - 30 April 2025
May 2025
Signals Advisers Can’t Ignore in 2025 - 5 May 2025
Missed this FSCA report? read on - 7 May 2025
The blueprint South Africa needs - 8 May 2025
Sloppy complaints handling could trigger the next conduct standard avalanche - 12 May 2025
Cybercriminals do not care how small your business is - 13 May 2025
The lowdown on retirement fund investment managers - 14 May 2025
Is this really a model for South Africa, or a risky blueprint? - 15 May 2025
Advisers must experiment with AI or risk being left behind - 19 May 2025
Beware of appointment setting scams targeting brokers - 20 May 2025
Advisers brace for tighter supervision - 21 May 2025
Reform roadblocks: are South Africa's challenges inevitable? - 22 May 2025
Rise in document fraud a concern for intermediaries - 26 May 2025
Will you clients’ portfolios survive post Liberation Day? - 28 May 2025
What South Africa can learn from abroad - 29 May 2025
June 2025
Caught off guard by Sunday’s cybersecurity standard - 2 June 2025
Policyholder vs. broker: who’s responsible? - 3 June 2025
The future of advice remains deeply human - 4 June 2025
Reshaping client portfolios for Gen Z and obesity - 5 June 2025
Is your advice practice ready for its first sip of COFI? - 9 June 2025
Regulatory lessons from a R556 million bitcoin bungle - 11 June 2025
Corruption concerns: navigating NHI governance - 12 June 2025
Insurers, intermediaries and UMAs stride into the AI age - 17 June 2025
SA at a crossroads - 18 June 2025
What 40 presenters said about the human side of financial advice - 19 June 2025
NHI leaves your clients with 43% less cover at 1.5 times the tax - 23 June 2025
Ombud ruling sparks conversation around broker communication - 24 June 2025
Benchmark 2025 confirms urgent need for early financial advice - 25 June 2025
OMNI-CBR on pause as FSCA rebuilds the framework - 26 June 2025
The breeding ground for SA’s insurance fraud dilemma - 30 June 2025
July 2025
Data-driven financial advice - 1 July 2025
Brokers remain key as underwriters eye customer exceptionalism - 2 July 2025
Acquisition, exit strategies and value maximisation for intermediaries - 3 July 2025
COFI Bill – big changes ahead for FSPs - 4 July 2025
Client legacy planning is good for business - 7 July 2025
Clients want brokers to guide them through evolving risks - 8 July 2025
Myth-busting for the DIY financial planning crowd - 9 July 2025
Do your clients know about looming 2/3G disconnect - 10 July 2025
#TIA2026 - applications are officially open! - 11 July 2025
How Gen AI can triple your client servicing capacity - 14 July 2025
Passive funds might not save your clients this time around - 16 July 2025
Planning in a global context is not a DIY job - 17 July 2025
FSCA sends clear signal on its future enforcement focuses - 21 July 2025
New money flows signal client resilience in tough times - 22 July 2025
From Claims to Care: Advancing Early Intervention in Mental Health - 23 July 25
Making a multigenerational workforce work - 24 July 2025
FSCA concerned over delayed debarments by FSPs - 28 July 2025
Climate risk, corporate liability and the role of insurance - 29 July 2025
Africa’s brokers must think beyond borders - 30 July 2025
Compliance in the age of AI - 31 July 2025
August 2025
New Lloyd’s syndicate signals shift in SA risk placement - 4 August 2025
Thriving amidst regulatory complexity - 6 August 2025
Yes, you can buy at an all-time high - 7 August 2025
Reimagining risk advice in a digital everything future - 11 August 2025
Comparing adviser attitudes across South Africa and the UK - 13 August 2025
Death benefits in the retirement funds world - 14 August 2025
New thinking in unlocking opportunity in Africa’s insurance markets - 18 August 2025
Advice central to claims payouts and growing assets - 20 August 2025
Inclusive policies: bridging the gender gap - 25 August 2025
Brokers brace for higher strike, riot and civil commotion covers - 26 August 2025
From complex modelling to clearer financial advice - 27 August 2025
Hidden ownership poses a real threat - 28 August 2025
September 2025
Deferred guarantee to redefine retirement outcomes - 1 September 2025
The future of insurance is digital marketplaces and AI - 2 September 2025
Helping clients navigate tariffs and politics in 2025 - 3 September 2025
The time is NOW… before the next disaster tests our resilience - 4 September 2025
Claims insights to reshape the broker-client conversation - 8 September 2025
Protecting your clients in a borderless digital fraud landscape - 9 September 2025
Lifestyle has a big impact on your client’s health and life premiums - 10 September 2025
Climate change cuts through the insurance value chain - 11 September 2025
New age of underwriting - 15 September 2025
Preparing your practice for tougher EE targets - 16 September 2025
Next generation and legacy advisers can thrive together - 17 September 2025
What advisers and brokers need to know about financial crime - 22 September 2025
Insurance in the age of vaping - 23 September 2025
Advisers bring balance to group risk benefits - 25 September 2025
Beyond the uninsurable: ever-higher premiums are not the only answer for resilient businesses - 29 September 2025
October 2025
Cyber, sanctions and war reshape insurance advice - 1 October 2025
A R7bn shortfall shakes trust in retirement funds - 2 October 2025
Balancing access and preservation - 6 October 2025
Future proofing goes beyond product placement to genuine insurance advice - 7 October 2025
Navigating offshore inheritance - 8 October 2025
Advisers, brokers face expanded scrutiny under the OMNI-Risk Return - 9 October 2025
Modern risk management helps brokers - 13 October 2025
Skills, technology and trust define next-gen intermediaries - 14 October 2025
A hard-hitting reminder - 15 October 2025
Advisers urged to step up as two-pot withdrawals reshape retirement - 16 October 2025
The AI and gold thread you can weave into client narratives - 20 October 2025
Insurers enjoy a premium and profit resurgence - 21 October 2025
Redefining broking under state-funded healthcare - 22 October 2025
The future of insurance: smarter, faster, personal - 23 October 2025
FATF victory leaves adviser compliance load unchanged - 27 October 2025
An intermediary’s take on dispute resolution - 29 October 2025
The triple threat: economic, environmental, and cyber - 30 October 2025
November 2025
Ranking income protection before death and disability cover - 3 November 2025
Why SA Inc deserves a place in your client portfolios - 4 November 2025
Crypto and compliance - 5 November 2025
A gap too wide for SA’s financial planners - 6 November 2025
Advisers face hard truths on compliance, remuneration and trust - 10 November 2025
Navigating the new cybersecurity reality - 11 November 2025
Lessons from a far bigger non-life insurance market than ours - 12 November 2025
Advice and resilience key to specialist underwriting - 17 November 2025
Digital overhaul promises tougher scrutiny for intermediaries - 19 November 2025
The gold to gigawatts story driving your clients’ investing returns - 20 November 2025
Relief for members after a year of sharp hikes - 24 November 2025
A legal twist in insurance claims - 26 November 2025
FIC compliance helps advisers combat financial crime - 27 November 2025
December 2025
Transforming Professional Indemnity insurance - 2 December 2025
Advice challenges mount as FSPs accelerate AI adoption - 3 December 2025
Charting the future of advice: how planners are preparing - 4 December 2025
Non-life results signal shifts in risk placement - 8 December 2025
Growth, infrastructure and sensible spending - 9 December 2025
Embracing change amidst rising risks - 10 December 2025
