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.
Best Practice
Still short on CPD hours? MBSE suggests ready-made combinations
MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.
Exam prep that works: How to get the most out of your time
As exams begin, MBSE shares practical strategies to help students use their study time more effectively.
AI’s ‘jagged frontier’ poses risks for lawyers
The failures of generative AI are concentrated in citation-heavy, consequence-heavy tasks where verification is essential.
Prudential Authority warns of AI-accelerated cyber attacks
Financial institutions must move beyond monitoring and focus on resilience, containment, and recovery under compressed timelines.
CPD deadline looms – make the final hours count where it matters
With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.
Choosing your next step? Commerce offers a world of opportunities
As post-school study options come into focus, MBSE’s open days showcase flexible commerce pathways.
Beyond flexibility: the added gains of online learning
Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.
CDH flags compliance risks in replacement policy advice
The law firm says recent FAIS Ombud and Tribunal decisions highlight disclosure, suitability, and record-keeping failures in replacement policy cases.
When does switching into an offshore endowment make sense?
Allan Gray explores how embedded gains, tax rates, investment horizon, and executor’s fees affect the decision to switch offshore investments into endowments.
How financial advisers support clients during market volatility
A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.
New CPD courses tackle crypto advice and real-world ombud lessons
MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.
Excess retirement contributions: when they help – and when they hurt
Converting discretionary savings into retirement vehicles can cut tax on living annuity drawdowns – but may reduce long-term value.
Last call for accessible FAIS-aligned entry qualifications at MBSE
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.
Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
MBSE hits the road: bringing F&I training directly to dealerships
MBSE visits automotive dealerships to equip F&I professionals with CPD, FICA, and POPIA training tailored for their workplace needs.
Why King V matters for retirement fund boards
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.
