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Home / Posts tagged “#financialservices” / Page 9

#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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Old Mutual lifts earnings by 29% on strong markets and underwriting gains

Results from operations rose 16% to R4.94bn in the six months to June, boosted by a 71% surge in Old Mutual Insure’s contribution.

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FSPs brace for tougher scrutiny as risk-based AML compliance takes centre stage

As South Africa prepares for a tougher FATF evaluation, FSPs must master risk-based compliance – balancing security, cost, and strong partnerships to target real threats and protect legitimate customers.

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Old Mutual banks on late-mover edge as OM Bank goes live

CEO Clarence Nethengwe says arriving after rivals has given Old Mutual the chance to learn what customers really want in digital banking.

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Staying ahead of regulatory change: why ongoing training is non-negotiable

As regulatory enforcement escalates, MBSE’s specialised FICA, POPIA and NCA short courses provide financial professionals with the most practical way to stay compliant, avoid costly penalties, and build lasting client trust.

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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.

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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.

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Competition Tribunal clears TymeBank–Sanlam loan book deal

TymeBank and Sanlam will form SanlamTyme JVCo, combining digital banking muscle with lending expertise in a R5bn unsecured loan book partnership.

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Wealth management certificate gives top achievers clarity and confidence

For two high achievers, MBSE’s Higher Certificate in Wealth Management didn’t just build skills – it affirmed their passion, sharpened their career focus, and gave them the confidence to grow in the financial planning industry.

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Top achievers praise HCert in short-term insurance for practical skills

How MBSE graduates like Lydia Roode and Michael Bond leveraged the Higher Certificate in Short-term Insurance to excel in real-world scenarios.

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Do fines deliver justice for victims of financial misconduct?

The FSCA’s success in collecting penalties remains uneven because of several structural and legal challenges.

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FSCA gears up for tougher enforcement as scams and misconduct rise

From funeral policy breaches to crypto non-compliance and weak AML measures, the regulator’s latest report outlines its key priorities – with online harm topping the list.

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Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners

Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.

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Tribunal upholds R1m fine and 15-year debarment for unlicensed trading

Mareo-John Nel breached the FAIS Act after signing an enforceable undertaking to remedy the same unlawful conduct he committed previously.

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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.

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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.

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FSCA warns of surge in impersonators using fake credentials to scam investors

Fraudsters are posing as the FSCA and licensed financial service providers on social media.

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Santam to unify specialist businesses under single brand banner

Santam will rebrand five of its specialist insurance units under a single identity, streamlining operations and strengthening its presence across Africa and emerging markets.

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