
Trust is an insurance broker’s ‘moat’ in the digital era
Santam’s Fanus Coetzee says the real value of an intermediary is not at sale, but when a client needs clarity, reassurance, and help after a loss.

Santam’s Fanus Coetzee says the real value of an intermediary is not at sale, but when a client needs clarity, reassurance, and help after a loss.

MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.

As exams begin, MBSE shares practical strategies to help students use their study time more effectively.

The failures of generative AI are concentrated in citation-heavy, consequence-heavy tasks where verification is essential.

Financial institutions must move beyond monitoring and focus on resilience, containment, and recovery under compressed timelines.

With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.

As post-school study options come into focus, MBSE’s open days showcase flexible commerce pathways.

Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.

The law firm says recent FAIS Ombud and Tribunal decisions highlight disclosure, suitability, and record-keeping failures in replacement policy cases.

Allan Gray explores how embedded gains, tax rates, investment horizon, and executor’s fees affect the decision to switch offshore investments into endowments.

A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.

MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.

Converting discretionary savings into retirement vehicles can cut tax on living annuity drawdowns – but may reduce long-term value.

With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.

From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.

MBSE visits automotive dealerships to equip F&I professionals with CPD, FICA, and POPIA training tailored for their workplace needs.

King V may be voluntary, but for retirement fund boards it has emerged as a critical standard for credible governance, fiduciary oversight and long-term value creation.