The 2024/25 Adviser Barometer reveals how South African advisers are navigating volatility and disruption. It highlights key trends in firm structure, technology, client servicing, and offshore advice, urging practices to rethink strategy, efficiency, and long-term sustainability amid growing market complexity.

Insurance must move beyond price-driven decisions. Etienne Fourie urges advisers to prioritise long-term value, product sustainability, and flexibility to ensure clients maintain affordable, relevant cover throughout their lives.

Old Mutual’s Michelle Acton unpacks how the Two-Pot system reveals deep financial strain, and why employers must rethink financial wellbeing strategies to empower staff with real, relatable, and ongoing support.

Merchant Capital’s Brent Downard unpacks what makes a retail business fundable today, highlighting the importance of diversified revenue, scalability, and operational maturity in securing growth capital and long-term resilience.

Standard Bank’s support at the Knysna Oyster Festival is helping local SMEs unlock growth, connect with new markets, and build resilience—boosting regional development through innovation, mentorship, and entrepreneurial partnerships.

Ashburton Investments’ Core Plus Income Fund has exceeded R10 billion in assets, offering corporate and institutional investors a low-risk, high-liquidity alternative to money market funds. Its strong growth reflects rising demand for stable, yield-enhancing solutions amid market uncertainty and volatility.