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Tag Archives | Financial

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Financial Services Tribunal – New premises and new rules

Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came into effect on 1 April 2018. Upon application by aggrieved persons, the Tribunal reconsiders decisions of decision-makers as defined in terms of section 218 of […]

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Higher Certificate in Wealth Management – Opens doors into the Financial Services industry

New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are the days that you could start a career as a representative, receive on-the-job training and make progress through gaining experience. The Industry […]

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Millennial investment approach – Financial Advisers need to play guiding role

Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us more accustomed to experiencing instant gratification in many aspects of our lives. As a result, we have become accustomed to this swift […]

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Financial Adviser Challenges – How to attract the millennial market

In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique challenges that the millennial generation faces. “For financial advisers, this means getting to grips with what this generation is all about rather […]

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Millennials and reaching financial freedom?

Results of the 2017/2018 Old Mutual Millennial survey shows that better educated, tech-savvy and optimistic millennials – South Africans born between 1982 and 2000 – are more likely to seek financial independence and personal fulfilment, compared to older generations. This is according to Elize Botha, Managing Director of Old Mutual Unit Trusts. The Old Mutual […]

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