The declaration of a national state of disaster by President Ramaphosa on 15 March 2020 has shaken the entire country to its core and will hopefully mobilise all South Africans to work together and take […]
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 […]
The Financial Intelligence Centre (FIC) has published draft Public Compliance Communication no 109 (PCC 109). The objective of the communication is to provide clarity on the FIC’s position regarding the commencement and enforceability of […]
The Financial Intelligence Centre (FIC) has published draft Public Compliance Communication no 109 (PCC 109). The objective of the communication is to provide clarity on the FIC’s position regarding the commencement and enforceability of […]
Looking for a qualification that could give you an edge in the financial planning industry, but cost is an issue? Now is the perfect time to consider enrolling for Moonstone’s Advanced Certificate in […]
Looking for a qualification that could give you an edge in the financial planning industry, but cost is an issue? Now is the perfect time to consider enrolling for Moonstone’s Advanced Certificate in […]
The FSCA recently published RDR Discussion Document updates and, amongst others, requested input on various aspects of the adviser categorisation model. The seven key focus areas of the document are: Section 1: Terminology […]
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 […]
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 […]
Financial planning is not a set of fixed steps to ensure the desired outcome. It evolves over time, and unless you stay abreast of developments, you could end up not complying with your […]
FinTech essentially encapsulates the intersection between the financial services industry and technology. The importance of FinTech is evidenced in the manner in which it is currently disrupting traditional financial models and structures. The […]
Are you in the process of planning your training schedule for 2020? Looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider […]
Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
The Financial Intelligence Centre (FIC) recently had several queries from the media about whether it had acted lawfully in providing certain information to the Office of the Public Protector. “The FIC generally does […]
While Samsung and Koo are SA’s overall favourite brands, how did the financial services brands do in the TopBrands Survey? This survey, conducted by Kantar on behalf of Tiso Blackstar Group and the […]
