
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.
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.
Aligning your retirement date with the tax year can smooth income withdrawals and avoid unintended bracket creep.
Nedgroup Investments’ Nic Andrew shows advisers how a simple, repeatable framework – focused on a handful of high-impact levers – can boost clients’ retirement success probabilities.
Momentum CEO Jeanette Marais says the future of scalable, effective financial advice lies in blending smart tech with emotional intelligence.
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 research also finds that South Africans turn to advisers primarily in times of uncertainty or when faced with a personal crisis.
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
Despite record-breaking global temperatures and escalating climate risks, most South African retirement funds lack climate policies – raising concerns about the long-term sustainability of their investments.
Financial planners weigh in on the fallout and why investors should stay calm.
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
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.
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