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.
With its structured, flexible training, Moonstone Business School of Excellence transforms the daunting RE 5 into an achievable milestone – equipping learners with regulatory fluency.
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.
As rental demand surges, advisers can help clients navigate the insurance complexities of furnished, semi-furnished, and short-term lets.
Emily Broodryk, Elisha Govender, and Francesca Taylor recommend the qualification to financial advisers who want to deepen their expertise.
FNB survey also finds that most under-60s expect to work beyond their retirement age, with only 10% planning a full stop.
Whether clients are long-term holders of crypto or occasional traders, transparency now is better than an audit later.
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
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.
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.
The material change from a co-policyholder to a sole policyholder should have alerted the FSP of the need to review the policy.
With the clock ticking, MBSE’s flexible, value-packed online CPD courses help you stay compliant and grow professionally – even at the last minute.
CEO Michele Jennings says glu targets a wider audience with straightforward products and digital innovation.
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.
Moonstone Business School of Excellence is hosting Virtual Open Days from 13 to 15 May.
Research by the Financial Planning Standards Board finds 64% of advisers are already using or piloting AI tools to streamline client communications and workflows.
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.
