A tax-free savings account (TFSA) can help retirement fund members who bought living annuities to reduce their marginal tax rate, hence maximising their after-tax income, says Paul Hutchinson, a sales manager in Ninety […]
You can now register for Moonstone Compliance’s popular regulatory update workshop, which this year will take the form of a Zoom webinar. The workshop will be held on Thursday, 24 February, from 9am […]
Moonstone Compliance, in conjunction with Moonstone Business School of Excellence, will host its popular annual regulatory update workshop on Thursday, 24 February. This year, the workshop will be hosted as a webinar. It […]
The way Moonstone Business School of Excellence (MBSE) structured and ran the Higher Certificate in Wealth Management (HCWM) made completing the qualification manageable and a pleasure, even while working full time, says Etienne […]
Tech Talk Legal, a series of free webinars that discuss the impact of technology on lawyers’ interactions with their clients and how legal professionals can use technology to enhance their practice, kick off […]
Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the […]
The post-pandemic world we are edging towards will require the adoption and honing of a new set of soft skills, according to Thuthuka Gumede, the regional general manager: Gauteng South at SanlamConnect. “Emotional […]
What does “access control” mean for the purposes of an insurance policy? The answer to this question was at the heart of a complaint that came before the Ombudsman for Short-term Insurance (Osti). […]
What does “access control” mean for the purposes of an insurance policy? The answer to this question was at the heart of a complaint that came before the Ombudsman for Short-term Insurance (Osti). […]
The systemic nature of cyber risk provides intermediaries with an unprecedented opportunity to show-case their value to clients, Andrew Coutts, Santam’s head of Intermediated Distribution, told the recent InsureTalk18 online conference. It is […]
Behavioural finance expert Morgan Housel, partner at Collaborative Fund and an award-winning author, was a speaker at the Allan Gray Investment Summit and the CFA Investment Conference this year. Housel, in almost identical […]
Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]
Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]
Short-term insurance intermediaries who want to remain relevant will have to evolve from being insurance facilitators to professional risk advisers. This one of the key take-outs from Santam’s 2021 Insurance Barometer. “Much of […]
