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Are beneficiary funds preparing young adults for financial independence?
Advocate Sankie Morata CFP®, CEO of Sanlam Trust There is a growing and often underestimated risk factor within beneficiary funds: What happens when a protected minor becomes a...
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The financial planning mistakes professionals make in their 30s and 40s
Jaco Prinsloo, Financial Adviser, Alexforbes A man plants two trees in his backyard. He waters one every day. The other, he tells himself he will get to ‘when things calm down’. Years...
Is there a cliff coming?
Asanda Notshe, Chief Investment Officer at Mazi Asset Management The South African labour market has experienced significant difficulties over the last 10 years. Often characterised as...
The risks markets are ignoring
Dave Foord, founder of Foord Asset Management Investors like clean theories. One of the neatest is that economics drives politics, and politics merely reacts. Real life is seldom that...
Draft Protected Disclosures Bill, 2026 published for public comment
Keshni Naicker, Partner and Neli Seng, Senior Associate; at Bowmans The Minister of Justice and Constitutional Development has released the draft Protected Disclosures Bill, 2026...
Share trading jargon 101 – stripping back stock market trading terms
Wendy Myers, Head of Securities at PSG Wealth Driven by increased smartphone accessibility, the need for alternative income streams, as well as lower-cost, user-friendly digital...
Where the app and adviser meet: The role of holistic financial advice
Andre Fredericks, Chief Operating Officer at Sanlam Studios South Africans’ lives have moved decisively into digital environments. From online shopping to banking and even how news is...
Why medical aid members are facing more out-of-pocket healthcare expenses than ever before
James White, Director: Sales and Marketing at Turnberry Management Risk Solutions Many South Africans assume that belonging to a medical scheme means their hospital treatment will be...
Digital access reshapes retirement withdrawals under South Africa’s Two-Pot system
Danie Hattingh, Principal Officer of the Building Industry Pension Scheme South Africa’s Two-Pot retirement system, introduced in September 2024, has transformed how retirement savings...
Signing up for financial services online? Here’s how to avoid costly scams
Edward Wallace, Head of FinTech and Digital at The Unlimited You find a financial product online. The website looks polished. The offer makes sense. The sign-up process is quick....
Unemployment – the slow poison
Marcus Rautenbach, Principal Investment Consultant at Simeka South Africa continues to confront one of its most entrenched socioeconomic challenges: unemployment. Despite...













