The annual webinar, aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be hosted on Wednesday, 24 February 2021. The three-hour session is geared towards the changing “conduct” […]
The annual webinar, hosted by Moonstone Compliance and aimed specifically at Financial Services Providers NOT required to appoint a compliance officer, will be presented on Wednesday, 24 February 2021. The focus of this […]
If Covid-19 has shown us anything, it underlined the fact that the future of life insurance belongs to the insurers who go out of their way to make their customers’ lives simpler and […]
The outbreak of the COVID-19 pandemic has not only impacted and changed our interactions in society, it has also changed the way we do business. In order to ensure that operational demand is […]
Is an illness or unforeseen circumstance preventing you from writing the regulatory exam on the date originally booked? Regulatory exam candidates need to take note of the following: If the candidate wants to […]
Is an illness or unforeseen circumstance preventing you from writing the regulatory exam on the date originally booked? Regulatory exam candidates need to take note of the following: If the candidate wants to […]
As the number of COVID-19 infections in South Africa spikes again, and everyone eagerly awaits the vaccine, people are more focused than usual on their own mortality. This highlights the importance of ensuring […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
The word “entrepreneur” is defined as: a person who organizes, operates, and assumes the risk of a business. From this definition, it is clear that most financial advisers are entrepreneurs. Being an entrepreneur […]
In a recent joint statement released by the South African Reserve Bank, Financial Sector Conduct Authority, Payments Association of South Africa and the Banking Association South Africa, all stakeholders are requested not to […]
In a recent joint statement released by the South African Reserve Bank, Financial Sector Conduct Authority, Payments Association of South Africa and the Banking Association South Africa, all stakeholders are requested not to […]
2020 has been a tough year and many people are looking for ways to decrease their expenses. Many have considered it, and some have already cancelled their car insurance to ease the financial […]
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, […]
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, […]
The COVID-19 pandemic has caused much market uncertainty both locally and globally this year. Many investors choose to change their risk exposure during market uncertainty because their perception of risk has changed. But […]
Amid new technologies reshaping the financial services landscape, many financial advisers are questioning their future role. It is therefore important to take stock of our value-add to the client. “An intermediary plays an […]
“We believe medical Gap cover policies are likely to become increasingly important in the South African market, especially as medical aids continue to rein in expenditure, by reducing or limiting their level of […]
