One of the most consistent themes that comes up in conversations with financial planning business owners is prospecting. It surfaces in different ways and at different stages of a business’s growth, but it rarely disappears entirely. That persistence is worth paying attention to, because it suggests that prospecting challenges are not simply a function of individual effort or motivation, but something more structural within how many businesses are designed and led.

South Africa’s insurance industry operates within a robust legal and regulatory framework designed to protect consumers and ensure market integrity.

As we mark the close of the first quarter of the 21st century, the digital landscape has undergone seismic shifts, reshaping how we live, work and protect ourselves. From the scramble to secure remote access during the Covid-19 pandemic to the rise of generative AI and deep fakes, cybersecurity has evolved from a niche concern to a cornerstone of resilience.

Even the best brokers need a backup plan. Here’s how brokers can insure their own financial health (before it’s too late).

The healthcare industry has evolved significantly in the past decade with innovation, improved servicing and consolidation of medical schemes emerging. Bonitas Medical Fund has taken a strategic step in responding to the needs of its members and the Health Citizens of South Africa, by appointing Momentum Health as its new administrator from 1 June 2026.

From COFI to cybersecurity and Omni-Risk Returns, 2026 is shaping up to be an eventful year for financial planners. Here’s what to expect, so you can be prepared.

Income protection is essential in South Africa, yet those who need it most have historically had the least access to it. It’s time to start extending the safety net to more South Africans.

Intermediaries face an increasingly pressing question: how does one ensure continuity in an environment defined by consolidation, compliance, and constant change? By reframing continuity, we can build a sustainable future for financial intermediaries.

A flood and a riot look the same on the balance sheet, but they’re not the same in governance. In this article, we explore why some risks demand decentralisation, and others centralised solidarity.

Recent data indicates that business vehicles are at higher risk of being criminal targets. Employers must take the necessary precautions to keep their drivers safe – and it starts with training.

Retirees have traditionally been forced to choose between their desired lifestyle and leaving a legacy behind. Now, they can do both.

As clients prepare to travel over the holiday season, here’s how they can be smart about using technology to protect their homes.

With workplace burnout becoming South Africa’s silent productivity killer, employers should start investing in their people’s well-being.

From jewellery to holiday homes, here’s what South Africans should know about gifting and insuring high-value assets.

The insurance industry is often misunderstood, as clients may think insurers cover all incidents and are disappointed when a claim is rejected. Here’s how brokers and insurers can work together towards building trust and retention in a complex industry.

As the financial services industry continues to evolve, it’s important to choose an education provider that is future-focused, current and relevant.