Tag Archives | 2019


Moonstone Regulatory Update Workshops 2019 – Registration now open

Moonstone Compliance in conjunction with the Moonstone Business School of Excellence and the Cyber Security Institute is excited to announce that registration for the popular annual regulatory update workshops is now open. Workshop focus The financial services environment has changed dramatically over the past 18 months with a monumental shift from rules-based compliance to market […]

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Sanlam’s Benchmark Survey 2019 – Are South Africans financially resilient?

According to Jocelyn Hathaway, Acting CEO of Sanlam Employee Benefits, Sanlam’s Benchmark survey this year included a deep dive into the concept of financial resilience, which is essentially the ability of individuals and corporates to withstand the financial impact of a downturn in the economy. In the foreword of the research results she mentions that […]

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Ten megatrends identified by Benchmark Survey – What is shaping our lives?

“The Sanlam Benchmark research is about asking and answering questions to spot the megatrends shaping our lives”, Viresh Maharaj, Chief Executive of Sanlam Corporate Sales and Marketing pointed out at the release of Sanlam’s 2019 Benchmark Research – the group’s annual retirement research. Here are the ten megatrends identified in this year’s Report: 1. Governance […]

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South African fintech in 2019 – What can we expect?

According to Wikipedia financial technology, often shortened to FinTech or fintech, is the new technology and innovation that aims to compete with traditional financial methods in the delivery of financial services. It is an emerging industry that uses technology to improve activities in finance. In an earlier Personal Finance article, Dominique Collett explores the South […]

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Allan Gray’s view on Budget 2019

– Focus shifts to restoring credibility Today’s media is filled with an array of comments and analysis of the Budget Speech of yesterday. According to Carla Rossouw, tax manager at Allan Gray, the Finance Minister Tito Mboweni’s maiden Budget Speech didn’t deliver any major punches such as 2018’s surprise 1% VAT hike, but instead sought […]

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Investments 2019 – What will influence markets in the year ahead?

Last year was a challenging year for investors, with US equity and government bond markets both returning less than cash. While there is no guarantee of better performance in 2019, identifying the underlying causes gives investors an opportunity to manage these investment risks. Keith Wade, Chief Economist & Strategist at global asset manager Schroders, believes […]

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