Wealth Management

Adjudicator to propose holding trustees personally accountable for non-payment of contributions

Muvhango Lukhaimane will also consult with trustees on guidelines for naming and shaming problematic funds, administrators, and employers.

Watch: MBSE launches RE training for FAIS representatives

Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape

Animated video explains the two-pot retirement system

Is South Africa on track to getting off the grey list?

Looking back at this year’s FPI Professional’s Convention

Enhance your HR skills by attending our insightful webinars in November

Webinars on how to investigate misconduct and address poor performance

Student Hero takes the strain out of applying for education funding

Students who enrol with MBSE have four options to fund their studies. This week, we look at what Student Hero offers.

Manati’s alternative student funding opens doors to education

Students who enrol with MBSE have four options to fund their studies. This week, we look at what Manati offers.

Here are the key features of the Capitec Education Fund

Students who enrol with MBSE have four options to fund their studies. In this article, we look at what Capitec offers.

Six reasons for making a commitment today to studying with MBSE in 2024

Why wait until January to set your New Year’s resolutions? Decide now to achieve your career goals with Moonstone Business School of Excellence.

Longevity risk – are we addressing this appropriately?

The world is changing at a rapid rate and what was true yesterday is simply not true today. One of these outdated truths is that individuals are going to retire at 65 and […]

How compounding can add value to your client

“No matter how much you earn or own in wealth right now, you still need to make a plan to protect, grow and ensure the wealth you accumulate can continue to increase over […]

Considering doing a qualification? – Some guidelines on the Higher Certificate in Wealth Management

With qualifications being a definite “must” for advisors in most categories, it is important to know which one is the right choice. The FSCA recently released FAIS Notice 36 of 2019, providing updated […]

Higher Certificate in Wealth Management – How is the course structured?

The Higher Certificate in Wealth Management (HCWM) provides an ideal entry point into the financial services industry in various roles, or to kick-start your career in financial planning. How is the course structured? […]