A key focus for the 2023 Sanlam Benchmark Survey – an annual body of research into the state of retirement funds and retirees in South Africa – is the role of data science, artificial intelligence (AI) and augmented reality in building financial confidence, for companies and their people, and shaping outcomes for future generations.

Back to the future is the theme for this year’s Financial Planning Institute of Southern Africa’s (FPI) Professionals Convention. It is an apt description of where we come from as a profession, as well as a nation of survivors that seeks to make a success of the future.

Momentum Metropolitan has appointed Jeanette Marais as Group CEO effective 1 August 2023, making her the first female CEO of a large, listed life insurance and asset management group in South Africa.

Traditionally, the main breadwinner or head of a family has been responsible for their family’s financial plan, resulting in many unintended consequences for future beneficiaries and contributors to family wealth.

There are a couple of important considerations when choosing a service provider to help you draft your Will.

Every mother wants to see their children happy, and the best gift a parent can give their children is to start teaching them about money management as early as possible.