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Best Practice
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
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
Santam alerts advisers to email interception cyber scam
Provides guidelines on how to avoid being caught out.
Cybercrimes and business interruption: what to look out for in policies
Many businesses are operating under the false belief that their insurance policy adequately covers data security and privacy exposure.
Criminals are now eyeing solar panels in South Africa
Are clients covered against such theft?
ChatGPT: a useful tool or risk for lawyers?
One can foresee that lawyers who have taken the time to understand ChatGPT will be able to utilise it for everyday tasks.
Santam clarifies the impact of grid failure exclusion on power surge cover
The intention of the grid failure exclusion is not to cancel power surge cover, the insurer says.
What insurers’ grid failure exclusions mean for clients
Advice from a qualified intermediary on how to interpret an insurer’s policy wording is essential.
MBSE’s student numbers are up despite harsh economic climate
Applications for the second semester of 2023 are already open.
Will artificial intelligence replace personal financial advice?
The huge strides being made by developments in this field should be seen as a wake-up call for financial advisers.
Sanlam has a plan for SMME employers who want to provide retirement and risk benefits
The minimum contribution depends on whether a member opts for a retirement benefit only or retirement and insured benefits.
Is business email compromise also a threat to advisers?
The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.
Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Your child can receive a retirement income of R80 000 a month in today’s money, says asset manager
Coronation illustrates how you can use a tax-free investment to harness the power of compounding.
The trend to get off the grid is gathering pace, but total independence is still a way off
An overview of three on-site power options: diesel generators, biogas and solar.
MBSE gets the thumbs-up from top Higher Certificate in Wealth Management students
Supportive and knowledgeable lecturers are among the reasons.
Advertising code requires crypto providers to alert consumers to investment risks
Advertising Regulatory Board adds new rules governing the marketing of crypto products and services.
Top Postgraduate Diploma in Financial Planning students recommend MBSE
The qualification is demanding, but it’s ‘definitely possible to get across the line with Moonstone’.
