Miranda Rasehala, Legal Advisor at FNB South Africa The Financial Services Tribunal has again underscored the centrality of fund rules in governing members’ access to benefits under...
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A delayed budget amid shifting global tides: What to expect from the MTBPS
Maarten Ackerman, Chief Economist at Citadel As South Africa (SA) prepares for the delayed release of the 2025 Medium-Term Budget Policy Statement (MTBPS), it is clear that this year’s...
Where South Africa’s next returns are being built
Navin Lala, Client Director at Old Mutual Alternative Investments The fundamental needs of investors have always been anchored around maximising returns while managing risk. Market...
SA delisted: What comes next?
Lenee Green, Lerato Lamola and Michael Denega, partners, Webber Wentzel The Financial Action Task Force's (FATF) confirmed at its Plenary held during the week of 20 – 24 October 2025...
Foreign exchange and financial stability: Why South Africa’s delisting from FATF’s greylist is a strategic imperative
Bianca Botes, Director at Citadel Global South Africa's (SA’s) anticipated delisting from the Financial Action Task Force (FATF) greylist represents a key milestone in the country's...
Putting the fundamentals first: Income First is changing how advisers protect their clients
Nic Smit, Product and Pricing Executive at Bidvest Life If the Wright brothers’ first successful aircraft were a financial plan, income protection would be its propeller – the driving...
South Africa’s pension system: 2025 Mercer CFA Institute Global Pension Index results highlight progress and reform
Belinda Sullivan, Head Corporate Consulting Strategy at Alexforbes The 17th annual Mercer CFA Institute Global Pension Index (MCGPI), which benchmarks 52 retirement income systems...
Calm or storm: Decoding low volatility in uncertain times
Alet Fick, Senior Multi-Asset Analyst at M&G Investments Global markets appear to be in a seemingly happy place. Prices in several major equity markets are within touching distance...
Don’t wait until it’s too late: Making mental health benefits work for you
Dr Themba Hadebe, Clinical Executive at Bonitas October is Mental Health Awareness Month, a timely reminder of the importance of taking care of one’s health and wellbeing. And while...
5 Awkward conversations to have with your financial adviser
Johan Werth, Financial Adviser and Franchise Principal at Consult by Momentum Imagine meeting a prospective partner for a coffee and within 10 minutes of your first date, divulging how...
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