Quality over quantity: growing your advisory firm without sacrificing client service
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
Best Practice
Two pots: resist the urge to access your RA savings unnecessarily
Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.
Last-minute CPD rush? Moonstone Business School of Excellence has the solution
MBSE’s CPD courses provide flexible e-learning opportunities that can be conveniently accessed and completed on various devices.
Deadline looms: MBSE’s CPD courses offer last-minute solutions for professionals
Moonstone Business School of Excellence’s CPD courses offer flexible e-learning options that can be completed on various devices, anytime and anywhere.
How can gap cover add value for my clients and how do I help them choose the right policy?
The difference between medical scheme cover and medical insurance – and where gap cover fits in.
Why business insurance must be reviewed and updated regularly
The financial fall-out from a policy that is not up to date only becomes clear when a claim is submitted, and it is repudiated or not paid out in full.
Education is key to improving your job prospects amid rising unemployment
Upskilling makes it more likely that you will land a job and advance your career. Here is what you should consider when choosing where to study online.
Why insurance should be factored into the cost of buying a car
Maxing out your budget on car repayments without considering the cost of insurance may result in an unexpected financial shortfall every month.
FSP top ups maturity value after Ombud finds investor was not properly advised
The complainant was aggrieved because he received R470 000 from the R700 000 put into an investment plan with income.
Global Money Week: promoting financial literacy with MBSE courses
Moonstone Business School of Excellence has three short courses that will improve your money management skills.
Ruling sheds light on SARS’s application of section 12B tax incentive
Binding Class Ruling 88 provides guidance on what qualifies as a ‘generation asset’ and how the allowance applies to limited partners investing in solar PV energy assets.
Income from influencer activities is taxable
A common misconception among influencers earning income from international sources is that payments from abroad are not subject to taxation in South Africa.
Earn CPD points while getting up to speed on POPIA and FICA
Moonstone Business School of Excellence equips financial professionals with CPD solutions for regulatory compliance.
Potentially volatile election period ahead: do you have enough riot risk cover?
Sasria’s coverage limits may be insufficient for many large corporates, which will require additional cover in the form of a riot wrap policy.
Deadline alert: make the most of public holidays to meet CPD requirements
MBSE’s CPD subscription packages are designed so that FSPs and their representatives can obtain their CPD hours.
Budget 2024: Advice is critical to helping consumers navigate financial pressures
Financial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.
MBSE’s NCA courses: three ways for credit providers to comply
Moonstone Business School of Excellence’s engaging and interactive National Credit Act courses are tailored for industry professionals.
