Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
There is a common law rule that the interest on a loan cannot exceed the outstanding capital component of the loan. A provision in the Insurance Act 27 of 1943 exempted policy loans […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. […]
In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills […]
RMB recently released the SA FinTech in motion Report. The paper looked at who the FinTech players are in South Africa as well as the ecosystem in which they operate. According to the […]
RMB recently released the SA FinTech in motion Report. The paper looked at who the FinTech players are in South Africa as well as the ecosystem in which they operate. According to the […]
In a recent media article, Product Development Actuary for Sanlam Individual Life, Karen Bongers shares a checklist of insurance must-haves that will definitely come in handy before you lock up and set off […]
Tony Vidler, expert in professional services on creating strong personal branding and target marketing positioning, investigates the principle of customer engagement in a recent IRIS article. What level of contact with customers is […]
The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. The Guidance […]
The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]
The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]
Since representatives were given the right to appeal to the Financial Services Tribunal against debarment decisions, many such actions have been set aside by the Tribunal. In most of these cases the prescribed […]
South Africa’s hopes of a semi-final place at the 12th edition of the Cricket World Cup looked dismal after their fixture against the West Indies at the Rose Bowl was washed out last […]
The recently published FSCA guidance note makes it very clear that the days of “tick a box” compliance is over: It will be extremely difficult to comply with the general competence requirements without […]
In a recent FIN24 article Barry Ritholtz shares “9 things people in finance should never say”. He mentions that some of these phrases sound smart, but falls apart upon closer inspection. The article […]
