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With the holidays just around the corner, many South Africans are starting to feel the festive cheer. But although this is a time for celebration, it also brings higher risks for your clients, including increased crime levels. Tarina Vlok, MD of Elite Risk Acceptances, a high-net-worth insurer and a subsidiary of Old Mutual Insure, shares […]
FPI members can earn 2 verifiable CPD points for reading the latest issue of MoneyMarketing.
Our December issue wraps the year with the insights that matter most. We unpack the biggest lessons from 2026, spotlight the Financial Planner of the Year and dive into the trends shaping smarter advice, from ESG investing and Balanced Funds to the shifting world of funeral policies.
As 2025 draws to a close, one thing is clear: markets may shift, but the core principles of investing remain remarkably constant. We asked some key industry players for their views on the year that was.
Sustainability isn’t a trend, it’s a structural shift. ESG investing is becoming an important part of clients’ portfolios. We take a look at where it is headed next.
Balanced funds continue to prove their worth, offering stability in a year marked by sharp swings and shifting economic signals. But what sets the top performers apart?
Funeral policies continue to play a vital role in financial planning. We look at the trends shaping the market – and what advisers need to know to guide clients with confidence.
