Continuous Professional Development – Progress check
With less than 80 days before the end of the current CPD cycle, now is an opportune time to take stock, and action, if required. As you are no doubt aware, certain categories […]
Industry News
Correction – Morningstar 2020 South Africa Fund Award Winners
An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Future of local investments – Impact of Moody’s downgrade
It was recently announced that South Africa is in its second recession in two years. The question now is what will happen if Moody’s rescinds South Africa’s remaining investment-grade credit rating. How will […]
Key Individual Workshops – Book your seat today
Seats are still available to attend Moonstone’s popular KI workshops in Durban, Johannesburg and Cape Town. More about the workshop The Fit and Proper requirements published in December 2017 introduced a whole new set […]
Coronavirus – Possible impact on the insurance industry
Although South Africans are assured that measures are in place to detect, manage and contain any cases of the Coronavirus, what will the impact be on the insurance industry? “Don’t look for much […]
Coronavirus – Possible impact on the insurance industry
Although South Africans are assured that measures are in place to detect, manage and contain any cases of the Coronavirus, what will the impact be on the insurance industry? “Don’t look for much […]
Proposed Zero alcohol limit for drivers – How will it influence the insurance industry?
Fikile Mbalula, Minister of Transport, plans to implement the 0% legal blood-alcohol limit on South African roads by June 2020 as part of the new AARTO Act. How will this impact on your clients’ […]
Investments – How long is long-term exactly?
In a recent Moneyweb article, Patrick Cairns discusses the question: How long is long term, exactly? “Many investors might consider five years a good period of time to dedicate to a particular strategy. […]
Financial Intelligence Centre Act – Accountable institutions to comply to all the obligations
The Financial Intelligence Centre (FIC) has published draft Public Compliance Communication no 109 (PCC 109). The objective of the communication is to provide clarity on the FIC’s position regarding the commencement and enforceability of […]
Financial Intelligence Centre Act – Accountable institutions to comply to all the obligations
The Financial Intelligence Centre (FIC) has published draft Public Compliance Communication no 109 (PCC 109). The objective of the communication is to provide clarity on the FIC’s position regarding the commencement and enforceability of […]
Budget speech 2020 – Minister outflanks the pessimists
“Now let’s get on with it! Structural Reforms are fundamental to getting this economy moving. We are ready Mr President! Implementation time. No stone should be left unturned!! No holy cows,” tweeted Finance […]
Budget speech 2020 – Minister outflanks the pessimists
“Now let’s get on with it! Structural Reforms are fundamental to getting this economy moving. We are ready Mr President! Implementation time. No stone should be left unturned!! No holy cows,” tweeted Finance […]
Need a qualification? – One day left to take advantage of Moonstone’s limited offer
You’ve got just one day left to take advantage of our discount and payment plan offer. In most instances upfront study fees can be a hurdle. Moonstone is aware of this and now […]
Need a qualification? – One day left to take advantage of Moonstone’s limited offer
You’ve got just one day left to take advantage of our discount and payment plan offer. In most instances upfront study fees can be a hurdle. Moonstone is aware of this and now […]
Budget speech 2020 – Tips for Tito
On 26 February 2020, Finance Minister, Tito Mboweni will deliver the 2020 National Budget Speech to announce how the government plans to spend its budget and collect revenue. Rowan Burger, Momentum Investments Head […]
