Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support global equities

Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside. ...

Estate Planning

A will is not a commodity

To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®)....

Thought Leaders

	How to stretch retirement savings without chasing unrealistic returns Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....
	Africa’s trillion-dollar decade: don’t miss the boat Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

More Features

	Retirement, financial education, and the curious role of AI David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action....
	Blending annuities Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges....
	Legacy with purpose: empowering South Africans through knowledge Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all....
	UJ joins the CPD landscape with a dynamic Masterclass series University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series....
	From wealth to wellbeing: helping clients thrive, not just survive Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions....
	Accountability: taking ownership of outcomes Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics....