Navigating double taxation agreements in retirement planning
DTAs shape the taxation of lump sums and annuities. This is what financial advisers can do to preserve clients’ retirement benefits.
#financialadvisers
Umbrella funds boom – advisers should assess fit, not just fees
For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
Mastering the RE 5: how MBSE turns compliance into career capital
With its structured, flexible training, Moonstone Business School of Excellence transforms the daunting RE 5 into an achievable milestone – equipping learners with regulatory fluency.
Advisers ‘could charge more’ for the value they deliver
International comparisons suggest there’s scope for local advisers to lift fees above 0.5% of AUM, says Mark Polson of UK consultancy The Lang Cat.
Rental boom brings new insurance risks – and a call for adviser action
As rental demand surges, advisers can help clients navigate the insurance complexities of furnished, semi-furnished, and short-term lets.
Top achievers share how MBSE’s Advanced Certificate helped them level up in financial planning
Emily Broodryk, Elisha Govender, and Francesca Taylor recommend the qualification to financial advisers who want to deepen their expertise.
South Africans’ ‘retirement plans’ driven by unrealistic assumptions
FNB survey also finds that most under-60s expect to work beyond their retirement age, with only 10% planning a full stop.
SARS escalates crypto crackdown – how to advise clients
Whether clients are long-term holders of crypto or occasional traders, transparency now is better than an audit later.
COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.
Don’t let CPD creep up on you again – plan ahead and lighten the load
MBSE has launched a fresh range of online courses – covering topics such as CODI, banking conduct, FICA for banks, and impactful feedback – to help you sharpen your skills.
FAIS Ombud finds broker negligent for failing to update client’s contact details
The material change from a co-policyholder to a sole policyholder should have alerted the FSP of the need to review the policy.
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.
Video interview: New mutual insurer enters the market
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
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.
