Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
Researchers at Stellenbosch University have come up with a novel approach in how we tackle retirement provision. It looks at the here and now, rather than make guestimates about an uncertain future. At […]
If potential clients are seriously considering appointing you as their financial adviser, they will often look to platforms like LinkedIn, which is where they form a first impression of you. Building your LinkedIn […]
“Coronavirus is yet to test the rules of medical schemes,” Michelle David, Director at Norton Rose Fulbright South Africa Inc recently stated in an article where she weighs in on the implications of […]
About 70% of the approximately 12 million cars on South Africa’s roads are not insured. Insurers have therefore welcomed the government’s proposal, announced in the recent Budget speech, to make third-party insurance compulsory for […]
Money Smart Week South Africa 2020 will take place from 23 to 28 March. In a recent tweet the FSCA asked: “What will you be doing to help improve financial literacy and help build a […]
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 […]
A recent determination by the Financial Services Tribunal concerned the PFA’s order to release withdrawal benefits to employees. The employer challenged this decision as it originally withheld the benefits based on a disciplinary […]
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. […]
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 […]
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 […]
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 […]
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 […]
The announcement by the Council for Medical Schemes (CMS) that no primary health insurance plans and low-cost benefit packages would be permitted after March 2021 was met by severe criticism from the industry. […]
The announcement by the Council for Medical Schemes (CMS) that no primary health insurance plans and low-cost benefit packages would be permitted after March 2021 was met by severe criticism from the 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 […]
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 […]
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’ […]
