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Home / Posts tagged “#wealthmanagement” / Page 3

#wealthmanagement

Videos

What’s on the FIA’s agenda? Interview with FIA CEO Lizelle van der Merwe

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The FSCA and the intermediary: An interview with FIA President Ronald King

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

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Focus and intentional action are key to building generational wealth

Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.

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Honouring obligations, securing futures: a guide to managing family support

Balancing ‘Black Tax’ with your own financial security is possible through clear boundaries, strategic planning, and professional guidance.

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Three paths, one milestone: how MBSE’s ACFP shapes financial planning careers

From a shipbuilding director to a career-changer at 40 and a junior adviser navigating cross-border portfolios, MBSE’s Advanced Certificate in Financial Planning equips diverse professionals with confidence.

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Meet the people behind MBSE’s qualifications at the November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Sanlam’s AI Coach expands into healthcare

Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.

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Plan your next career move at MBSE’s November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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MBSE’s Virtual Open Days include new BCom in Financial Management

Across three days in November, aspiring and current financial services professionals can explore MBSE’s suite of accredited qualifications.

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Momentum doubles down on IFAs – advice at the heart of its impact strategy

CEO Jeanette Marais says Momentum will ‘invest aggressively in advice’ in its effort to strengthen VNB and long-term competitiveness.

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Study smarter in 2026: MBSE registrations are now open

Kickstart your career with MBSE’s accredited online qualifications – from certificates to its new future-ready BCom degree.

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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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When estates stall: why liquidity planning is critical for families

Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.

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Global investors shifting back to equities, survey finds

Investors are shifting away from US-heavy passive strategies towards active, globally diversified portfolios, according to Schroders’ Global Investor Insights Survey.

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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 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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Mastering what matters: a framework for retirement planning

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.

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In the age of AI, asset managers face a new kind of intelligence test

As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.

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MBSE opens virtual doors to aspiring financial professionals

Moonstone Business School of Excellence is hosting Virtual Open Days from 13 to 15 May.

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