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.
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Why I am overweight in US assets
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
US market dominance: exceptional growth or hidden risk?
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.
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.
The two key risks investors should watch amid the Trump noise
Old Mutual Wealth’s Izak Odendaal believes the only two risks that should concern investors are the US economy going into a recession and the Fed hiking interest rates.
MBSE top achievers shine: how these financial pros thrived with online learning
Dèvon Jordaan, Stéan Bouwer and Grant Greenfield, top achievers at Moonstone Business School of Excellence, share their stories on the power of preparation and perseverance.
MBSE Virtual Open Days off to a strong start
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Turn ‘Januworry’ into financial stability: expert advice for 2025
Bertie Nel, Momentum’s head of Financial Planning and Advice, shares why the start of a new year is the perfect time for financial advisers to guide clients toward smarter decisions.
Explore your path to financial services success at MBSE’s Virtual Open Days
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Deadline looms for input on FSCA’s financial education charter
The finalised Financial Education Commitment Charter is set to have a significant on impact the industry, requiring institutions to invest in targeted education programmes.
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.
How to navigate anxiety in the approaching US tariffs tug of war
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
School costs soar: smart tips for stretching your budget this year
With education costs climbing faster than inflation, parents can ease the financial burden of back-to-school season by planning ahead, saving smartly, and prioritising essential expenses.
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.
How MBSE’s top students conquered the Postgraduate Diploma in Financial Planning
The Postgraduate Diploma attracts individuals who embody resilience, self-discipline, and a relentless pursuit of excellence. The top students prove that with the right mindset, structured planning, and flexible learning, professionals can overcome any obstacle.
MBSE promotion on NQF qualifications closes tomorrow
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
Financial pressure shapes South Africans’ views on two-pot options
Survey finds that 57% are comfortable with having access to their savings, while 29% are concerned about the impact on their long-term savings.
