International comparisons suggest there’s scope for local advisers to lift fees above 0.5% of AUM, says Mark Polson of UK consultancy The Lang Cat.
According to the “Just Retirement Insights 2019”, guaranteed income in retirement remains the number one preference of South African retirees. The study is a comprehensive review and commentary based on face-to-face interviews with […]
Financial planning is not a set of fixed steps to ensure the desired outcome. It evolves over time, and unless you stay abreast of developments, you could end up not complying with your […]
“The proactive approach to a mistake is to acknowledge it instantly, correct and learn from it,” Stephen Covey said. Insurers make mistakes too. “These mistakes sometimes generate complaints to our office. We then […]
“The proactive approach to a mistake is to acknowledge it instantly, correct and learn from it,” Stephen Covey said. Insurers make mistakes too. “These mistakes sometimes generate complaints to our office. We then […]
“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]
“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]
Financial management can sometimes be both complex and challenging. The Moonstone Business School of Excellence (MBSE) has designed a course that aims to introduce learners to business budgeting and cashflow budgeting. The course, […]
Financial management can sometimes be both complex and challenging. The Moonstone Business School of Excellence (MBSE) has designed a course that aims to introduce learners to business budgeting and cashflow budgeting. The course, […]
How is the adoption of technologies such as Artificial Intelligence (AI) and Robotic Process Automation (RPA) optimising the future growth of the insurance industry? How is it performing against the industry’s regulatory challenges? […]
How is the adoption of technologies such as Artificial Intelligence (AI) and Robotic Process Automation (RPA) optimising the future growth of the insurance industry? How is it performing against the industry’s regulatory challenges? […]
According to recent articles, insurance companies around the world are concerned that ransomware-based cyberattacks are on the rise, and that they stand to lose more as hackers step up their efforts to demand […]
BrandsEye’s 2019 Banking Sentiment Index analysed 1.9 million social media posts about South Africa’s largest banks and included an analysis of 68 500 posts about the new entrants, Bank Zero, Discovery Bank and Tyme. Below are some […]
BrandsEye’s 2019 Banking Sentiment Index analysed 1.9 million social media posts about South Africa’s largest banks and included an analysis of 68 500 posts about the new entrants, Bank Zero, Discovery Bank and Tyme. Below are some […]
The Financial Services Conduct Authority has imposed an R550 000 penalty on insurer Channel Life for not properly registering intermediaries who collected insurance premiums on its behalf, and for not paying out sufficient […]
The Financial Services Conduct Authority has imposed an R550 000 penalty on insurer Channel Life for not properly registering intermediaries who collected insurance premiums on its behalf, and for not paying out sufficient […]
The Office of the FAIS Ombud announced last week that Advocate Tshombe assumed the role of new Ombud for Financial Services Providers effective 1 November 2019. She takes over from the previous Ombud, Mr Naresh […]
During March 2019, the Office of the FAIS Ombud established a Client Care Centre to enhance the customer experience. The objective of the establishment of the Client Care Centre was to give life […]
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