Make your CPD hours count before the 31 May deadline
With the clock ticking, MBSE’s flexible, value-packed online CPD courses help you stay compliant and grow professionally – even at the last minute.
#financialadvisers
In the age of AI, asset managers face a new kind of intelligence test
As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.
MBSE opens virtual doors to aspiring financial professionals
Moonstone Business School of Excellence is hosting Virtual Open Days from 13 to 15 May.
Most financial planners are positive about impact of AI – global survey
Research by the Financial Planning Standards Board finds 64% of advisers are already using or piloting AI tools to streamline client communications and workflows.
‘Little appetite’ for shift from asset-based charges and commission
The Adviser Barometer, based on the responses of nearly 600 financial advisers on the Allan Gray platform, sheds light on what’s driving fee structures, technology investments and client-engagement strategies in South Africa’s advice industry.
How professional indemnity fits into broker risk management
Overlooking crucial risk management steps can significantly affect brokers’ liability exposure and their PI insurance coverage.
Link between size of household investments and financial advice
The research also finds that South Africans turn to advisers primarily in times of uncertainty or when faced with a personal crisis.
What is my advisory firm or client book worth?
Selling a client book based solely on past revenue snapshots can leave both buyer and seller exposed. Advisers should factor in growth potential, profit margins, and transferability strategies to arrive at a fairer price.
Future-proof cover critical as multiple illness claims climb
Discovery Life’s claims report reveals a sharp rise in repeat severe illness claims and a growing need to factor child protection into long-term insurance strategies.
FSCA probes complaint processes amid surprisingly low filing rates
A survey shows that only 8% of consumers lodged complaints with financial institutions between 2021 and 2023. Does this figure reflect genuine satisfaction or signal barriers in the complaint process?
Video interview: New mutual insurer enters the market
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
Further education boosts confidence and expertise in financial planning
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
New survey to enhance transparency and benchmarking for investors
The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.
AMETFs: the new ‘powerhouse’ for diversified portfolios and tax-free savings
Financial advisers can diversify model portfolios with AMETFs, combining actively managed funds, equities, and passive products, while potentially qualifying for tax-free savings accounts without performance fees.
Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025
Billy Seyffert unpacks 2024’s major compliance changes, from the two-pot retirement system to cybersecurity standards, offering practical advice to stay ahead in 2025.
Why financial planners shouldn’t overlook gap cover in clients’ strategies
Gap cover can protect your clients’ retirement savings and long-term goals from unexpected medical expenses.
