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Home / Author: Moonstone Information Refinery / Page 12

Author: Moonstone Information Refinery

Videos

What’s on the FIA’s agenda? Interview with FIA CEO Lizelle van der Merwe

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The FSCA and the intermediary: An interview with FIA President Ronald King

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Moonstone is at the FIA Advice Summit 2026- Puts the Future of Financial Advice in Focus

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Conduct Standard deadline nears for benefit administrators

From 6 August, administration agreements and outsourcing arrangements must comply with the last deferred provisions of Conduct Standard 2 of 2025.

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ESG risks move from sustainability agenda to investment-risk lens

Alexforbes’ Stewardship Report argues that governance, water security, and other ESG factors are increasingly being evaluated for their effect on company value and long-term returns.

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Financial firms urged to rethink graduate training as AI automates junior work

The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.

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Amplify adds R4.1bn in former Glacier feeder funds to offshore range

The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.

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Why retirement advice isn’t changing behaviour

Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.

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Gary Kirsten: Why the best decisions are rarely made in the heat of the moment

From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.

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Is your leadership team equipped to oversee FICA compliance?

Moonstone Compliance’s executive training gives decision-makers the knowledge to manage regulatory risk, exercise effective oversight, and strengthen governance.

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Why the second half of 2026 demands a different investment playbook

After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.

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FSP ‘cannot sidestep’ restraint question in dishonesty case

The Tribunal finds that the alleged misrepresentation, non-disclosure, and materiality all depended on the contractual issue the FSP declined to establish.

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Masondo exits as PIC governance crisis deepens

Finance Minister Enoch Godongwana confirms that he asked the entire board to step down or explain why its members should not be removed.

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Small Claims Court limit rises to R30 000: What you need to know

The higher ceiling opens the door to larger claims from August, but monetary value is only one test for whether a dispute qualifies.

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SCA clarifies when prescription starts on a builder’s repair warranty

Awareness of structural defects does not by itself mean a homeowner has the facts necessary to pursue a damages claim.

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Debt-repayment burden worsens as cost-of-living pressure returns

The latest Money-Stress Tracker finds persistent financial strain alongside changing coping strategies and a growing willingness among some consumers to consider debt counselling.

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Municipalities are owed R218bn. So why are they running out of money?

The FFC says a system-wide breakdown in collecting and paying bills is fuelling arrears that more than a decade of government interventions has failed to contain.

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This Toolkit makes POPIA compliance more practical for businesses

Moonstone Compliance’s POPIA Toolkit gives businesses a structured, practical way to navigate POPIA through customisable templates, checklists, and risk-management tools.

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Preparing for diminished capacity: what advisers need to consider

An ADASA webinar will bring together financial, legal, and ethical expertise to explore how professionals and families can prepare before difficult decisions become urgent.

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COFI will connect what financial institutions offer, say, and deliver

The outcomes-based framework links product and service governance with customer expectations and the experience that follows.

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Updated 12 October 2026

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Updated 12 October 2026

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What COFI means for advice and compliance
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