Costs order against FSCA for ‘irregular and unlawful’ debarment

The Authority should have conducted its own investigation and not relied solely on information provided by the insurer, the Tribunal says.

Read more

Getting More from Data

The use of data, and protection of confidential client information, will play an extremely important role in the future of financial advisers in South Africa. Whilst it makes good sense to invest in […]

Read More

Chatbots and the Future of Insurance

If your insurance business or brokerage does not have a digital component to its overall strategy you are what we would call a sitting duck. The fact is, tomorrow’s insurance is here. It […]

Read More

Big data: What’s the big deal?

They say big data is here to stay and yet, globally, many organisations have no clue what it means or how to use it. Like confidence, big data can mean different things to […]

Read More

Women in the Financial Services Industry

In The Ascent of Money, Niall Ferguson tells the human story about the evolution of the world’s financial system, noting that “the ascent of money has been essential to the ascent of man.” […]

Read More

Wealth Management Training Opportunities

Align your training and development needs with the Regulator’s drive towards professionalization by making use of the services listed below. Just click on the title for more information. HIGHER CERTIFICATE IN WEALTH MANAGEMENT […]

Read More

FSB: Guidelines on Advertising and Marketing

In the light of an increase in practices relating to advertisements, brochures and similar communications that are contrary to section 4(3) of the Long-term and Short-term Insurance, steps aimed at addressing this were […]

Read More

Regulatory Overkill?

There are some who will say that rugby is not as serious as work – it is much more important. Recent incidents in the sporting world confirmed a theory also held by many […]

Read More

Managing an FSB Compliant Practice

The FSB presentation on Tuesday, 3 September, is possibly the most comprehensive, up to date guide available on managing a practice, and the DVD belongs in the library of everyone who is serious […]

Read More