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Home / Posts tagged “#financialservices” / Page 3

#financialservices

Videos

Moonstone is at the FIA Advice Summit 2026- Puts the Future of Financial Advice in Focus

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Interview with Brendan Dunn, 2026 FPI Financial Planner of the Year

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Key takeaways from the 2026 FPI Professionals Convention

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Financial firms urged to rethink graduate training as AI automates junior work

The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.

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Restraints of trade: What financial services businesses need to get right

Case law highlights the drafting, evidence, and settlement pitfalls that can determine whether valuable client relationships and confidential information remain protected.

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COFI will connect what financial institutions offer, say, and deliver

The outcomes-based framework links product and service governance with customer expectations and the experience that follows.

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MBSE expands regulatory exam training with new RE1 programme

Developed in response to industry demand, the online course focuses on building the regulatory knowledge aspiring Key Individuals need for their oversight responsibilities.

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The hidden compliance risks behind DOFA, onboarding and supervision

Moonstone’s Paull Lawrence shares practical insights on why DOFA is far more than an administrative record, and where hidden compliance risks can emerge for FSPs.

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What makes a great financial planner? MBSE’s top achievers have one answer

The MBSE graduates say the Advanced Certificate in Financial Planning reshaped how they approach clients, proving that great advice begins with understanding people.

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Financial services resilient as risks converge

IRMSA says economic weakness, cyber threats, fraud, and climate pressures are increasingly interacting, while digital innovation and financial inclusion offer routes to growth.

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SARB fines Southeast Exchange R600 000 for FICA failures

An inspection by the South African Reserve Bank uncovered shortcomings in a foreign exchange dealer’s anti-money laundering compliance framework.

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Registration closes on Monday for Moonstone’s Regulatory Update Webinar

With COFI on the horizon, the webinar will unpack its practical implications alongside key regulatory, enforcement, and FICA developments.

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More than marks: The stories behind MBSE’s top PGDip graduates

Three graduates, three very different journeys – meet the professionals whose determination, resilience, and love of learning earned them a place among MBSE’s top PGDip achievers.

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The next frontier for employee benefits is integration

Sanlam’s Benchmark report argues that improving member outcomes increasingly depends on linking financial advice, healthcare, and risk benefits.

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More than a qualification, a story of perseverance

MBSE’s first in-person graduation ceremony celebrated not only its graduates, but a vision for professional education that has been almost two decades in the making.

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Santam joins insurers rewarding claim-free customers with cashback

The new programme pays qualifying policyholders 10% of premiums back after claim-free periods, reflecting the growing use of rewards to build customer loyalty.

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Funeral insurance Bill moves to Parliament, but questions persist

The proposed reforms could require significant operational changes for insurers, but industry experts believe they address only part of the problem.

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Ithala enters next phase as repayment administrator’s role comes under review

As the National Treasury-backed repayment programme for Ithala depositors nears completion, KZN Treasury says the Prudential Authority will review the repayment administrator’s role.

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MBSE marks a milestone with first in-person graduation ceremony

As graduates celebrate their success, prospective students have until 29 June to enrol for the second semester of the 2026 academic year.

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How close is South Africa to a digital rand?

While research into a retail CBDC continues, the SARB believes modernising the payment infrastructure will deliver greater near-term benefits.

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