Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
The results of the Momentum/Unisa Household Financial Wellness Index show that although the number of financially unwell households increased, they are not quite as ‘financially unwell’ as before. These results, based on a […]
FMI recently launched its Income First campaign to encourage South Africans to become more aware of the need to protect their income from the time they are young earners and onwards through each […]
Every business consists of three parties: the business (management), the owner, and the employees. All the parties have their own risks and financial needs that must be covered by a business assurance product. […]
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
“Property magnate Nic Georgiou may face claims of more than R3 billion from investors of two failed Highveld Syndication (HS) schemes, after another defeat in the Supreme Court of Appeal (SCA),” Moneyweb reported last […]
With Black Friday deals flooding your mailbox, many consumers will take to the shops or purchase some of those deals, especially the discounted tech items. These valuable items come at a great discount […]
With Black Friday deals flooding your mailbox, many consumers will take to the shops or purchase some of those deals, especially the discounted tech items. These valuable items come at a great discount […]
Moonstone’s Business School of Excellence (MBSE) will host another complimentary webinar on Thursday, 5 December 2019 from 11:00 – 12:00 to answer your questions about the Advanced Certificate in Financial Planning (NQF6). Tyrone Ford (CFP®) […]
The deadline for non-provisional taxpayers to file their tax return is just around the corner. Taxpayers have until 4 December to submit their return and avoid unwanted penalties and interest. SARS recently announced that […]
The Fit and Proper requirements of Board Notice 194 of 2017 determined various requirements that must be implemented and complied with before specific deadline dates. One of the most important deadlines is 31 January 2020, […]
“As from January 1 2020, retired Judge Ron McLaren will be the single watchdog for both the short-term (non-life) and long-term (life) insurance industries,” BusinessLive reported yesterday. According to the article, the two […]
The National Health Insurance (NHI) Bill has been a subject of controversy since inception. Whilst the government forges ahead with the introduction of NHI, many experts believe the system will fail. A wide […]
As a result of the right to appeal against a debarment decision, there was a substantial increase in debarment cases referred to the Tribunal since April 2018. In most of these cases the process […]
As a result of the right to appeal against a debarment decision, there was a substantial increase in debarment cases referred to the Tribunal since April 2018. In most of these cases the process […]
“After listening to the minister, it is clear that economic growth is going to remain dismal, unemployment is going to increase, and government debt is going to grow by leaps and bounds closely […]
“After listening to the minister, it is clear that economic growth is going to remain dismal, unemployment is going to increase, and government debt is going to grow by leaps and bounds closely […]
The traditional approach to investment focuses on outperforming a benchmark or maximising returns for a given level of risk, or minimising risk for a given level of return. Under this paradigm, investors are […]
