Emigrating – Insurance product considerations
Currently South African expats receive a tax exemption on their foreign income if they are outside the country for more than 183 days in total and for a continuous period of 60 days within a […]
Industry News
Low Cost Benefit Options exemption – Council for Medical Schemes update
Towards the end of 2019, the Council for Medical Schemes (CMS) published two circulars announcing its future plans for Low Cost Benefit Options (LCBO) and the Demarcation Exemption Framework. The timing and one-sidedness […]
Advanced Certificate in Financial Planning – Essential foundation to become a professional financial planner
Looking for a qualification that could give you an edge in the financial planning industry, but cost is an issue? Now is the perfect time to consider enrolling for Moonstone’s Advanced Certificate in […]
Advanced Certificate in Financial Planning – Essential foundation to become a professional financial planner
Looking for a qualification that could give you an edge in the financial planning industry, but cost is an issue? Now is the perfect time to consider enrolling for Moonstone’s Advanced Certificate in […]
Debt counselling demystified – Why your client’s problem is also yours
Historically, indebted people will very often reduce or cancel contributions to financial products. For this reason, the industry needs to come to the party to address the problem. The extent of the problem […]
Debt counselling demystified – Why your client’s problem is also yours
Historically, indebted people will very often reduce or cancel contributions to financial products. For this reason, the industry needs to come to the party to address the problem. The extent of the problem […]
Lack of transformation results in draft guidelines – Steps to address perceived unfair allocation in ST aftermarket
The Competition Commission has recently published draft Guidelines for Competition in the South African Automotive Aftermarket Industry. The aftermarket is the auto industry’s after-sales market and includes vehicle parts, equipment, replacement tires, service […]
Lack of transformation results in draft guidelines – Steps to address perceived unfair allocation in ST aftermarket
The Competition Commission has recently published draft Guidelines for Competition in the South African Automotive Aftermarket Industry. The aftermarket is the auto industry’s after-sales market and includes vehicle parts, equipment, replacement tires, service […]
Investing in bonds – Are conditions favourable now?
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]
Investing in bonds – Are conditions favourable now?
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]
Global Risks Report – What to watch out for
According to the World Economic Forum’s Global Risks Report 2020, the top five global risks in terms of likelihood are all environmental. In the recent survey, respondents were asked to assess the likelihood […]
Acquiring qualifications made easier – Moonstone now offers payment plan options for limited period
For many candidates who are required to obtain a qualification under the Fit and Proper requirements, cost can be a serious constraint. Depending on the financial product/s for which you are authorised, new […]
SA Savings culture – Financial Advisers have huge role to play
“Financial advisors today are really life coaches who help clients explore their life goals and set pathways and milestones to help them achieve those goals,” Nirdev Desai, head of sales at PSG Wealth […]
CCombine competence and ethics to build trust – Lessons from the Edelman Trust Barometer 2020
Internationally, companies in the financial services sector were again the least trusted among industries, according to the latest annual Edelman Trust Barometer, which has been measuring trust in businesses, NGOs, governments and the […]
CCombine competence and ethics to build trust – Lessons from the Edelman Trust Barometer 2020
Internationally, companies in the financial services sector were again the least trusted among industries, according to the latest annual Edelman Trust Barometer, which has been measuring trust in businesses, NGOs, governments and the […]
Investment decisions – Does your recent experience influence your choices?
According to Beatri Faul, investment specialist at Allan Gray, the best way to protect an investor’s capital is to construct a well-diversified portfolio that can earn real returns regardless of market conditions. But […]
Fintech Reshaping the financial world – But what about you?
Reshaping the financial services industry by “removing market inefficiencies” sounds suspiciously like trying to eradicate human error. This raises the very serious question about the function of the financial advisor in the future. […]
