This is your chance to raise your hand and showcase your commitment and dedication to the profession and the clients.

When it comes to building a habit, the more complex the desired behaviour is, the harder it can be. For our finances, using simple but effective rules of thumb can be a solution

Sanlam’s 42nd Benchmark report has painted a bleak picture of the state of retirement and medical aid savings among the population.

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.