How to keep kids safe from online scammers this holiday season
Essential rules and insights to empower youngsters, ensuring they navigate the internet confidently and securely.
Best Practice
COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
MBSE’s new BCom blends tech, theory and workplace-ready skills for the future
Moonstone Business School of Excellence has launched a future-focused online BCom in Financial Management. By integrating real-world software tools and aligning with industry needs, the programme prepares students for the evolving demands of the workplace.
Don’t let CPD creep up on you again – plan ahead and lighten the load
MBSE has launched a fresh range of online courses – covering topics such as CODI, banking conduct, FICA for banks, and impactful feedback – to help you sharpen your skills.
How your living annuity start date can cost (or save) you tax
Aligning your retirement date with the tax year can smooth income withdrawals and avoid unintended bracket creep.
Master feedback, master engagement: join our webinar on 28 May
This CPD-accredited webinar will teach you the tools and techniques to give – and receive – feedback with clarity, confidence, and emotional intelligence.
Terms of a restraint of trade must be clearly set out
Three recent judgments in employment disputes underscore that courts will enforce only those restraint-of-trade clauses that are drafted with precision, protect a genuine employer interest, and strike a fair balance between competition and individual freedom
Mastering what matters: a framework for retirement planning
Nedgroup Investments’ Nic Andrew shows advisers how a simple, repeatable framework – focused on a handful of high-impact levers – can boost clients’ retirement success probabilities.
AI + empathy: why financial advice’s future is human at heart
Momentum CEO Jeanette Marais says the future of scalable, effective financial advice lies in blending smart tech with emotional intelligence.
MBSE opens virtual doors to aspiring financial professionals
Moonstone Business School of Excellence is hosting Virtual Open Days from 13 to 15 May.
Most financial planners are positive about impact of AI – global survey
Research by the Financial Planning Standards Board finds 64% of advisers are already using or piloting AI tools to streamline client communications and workflows.
Navigating the retirement age maze: a practical guide for employers
Synchronising employment agreements with the rules of occupational retirement funds promotes legal certainty, secures employee benefits, and smooths succession planning.
How professional indemnity fits into broker risk management
Overlooking crucial risk management steps can significantly affect brokers’ liability exposure and their PI insurance coverage.
What is my advisory firm or client book worth?
Selling a client book based solely on past revenue snapshots can leave both buyer and seller exposed. Advisers should factor in growth potential, profit margins, and transferability strategies to arrive at a fairer price.
South Africans in the UAE: why you may need a separate will for your assets
Many South Africans assume their SA will covers their UAE assets, but without proper cross-border estate planning, legal complications and delays can arise.
Misclassified vehicle use – a reminder to provide adequate advice
An FSP failed to ensure that a client was made aware of the implications of modifying his policy, resulting in an insurance claim denial.
FSP pays R50 000 settlement because of missing record of advice
A complaint over a claim for stolen jewellery prompts the FAIS Ombud to emphasise the importance of maintaining a proper record of advice.
