Is your succession plan in place and up to date?
Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]
Why I turned mildly bearish and opted for a defensive strategy
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
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Crypto Assets – As fraud increases, FSCA cautions investors
The Financial Sector Conduct Authority (FSCA), issued a warning on 2 February 2021 against the growing cryptocurrency scams in the country. “The FSCA is receiving a large number of complaints from South African […]
Raging Bull Awards not only about annual performance
Every year the Raging Bull Awards, hosted by Personal Finance, honours the leaders of the collective South African investment schemes industry. Up for grabs this year were 30 certificates for the best funds […]
The how-to guide for a productive “work from home” strategy
Ten months after the coronavirus provoked global stay-at-home orders, most financial advisers haven’t returned to the office yet. Various media reports and statistics indicate that we are likely to see the percentage of […]
Big brother is watching you
A Deloitte survey last year determined that Internet-connected offerings, such as motor telematics and home insurance linked to home sensors, cause apprehension among many customers, as they do not feel comfortable sharing data […]
SA vaccine rollout – How will medical schemes be impacted?
As South Africa received the first batch of Covid-19 vaccines that are expected to help the country’s efforts to stem the Covid-19 virus, medical aid umbrella bodies assured members that their medical scheme […]
Prohibition for South African drivers?
Lockdown restrictions might have impacted the publics drinking habits and patterns, but once South Africa’s strict new drunk-driving laws have been passed, drivers won’t be allowed to drink alcohol at all. In January, […]
2021 Annual Self-Comply Compliance Webinar – Registration still open
Registration for Moonstone’s popular annual self-comply workshop for 2021 is still open. Don’t delay – book your spot today! The annual webinar aimed specifically at Financial Services Providers NOT required to appoint a […]
Virtual meeting here to stay
The emergence of COVID-19 turned 2020 into an extraordinary year, leading to significant changes in the way we live and work. In the Financial Advice industry many had to move to virtual-based businesses […]
Life offices face several challenges in the wake of Covid
Although COVID-19 has created greater awareness of the need for life insurance, consumer spending power has reduced significantly. Add to this the increase in death and funeral claims as well as the impact […]
Travel agent or pilot – What is your role as financial adviser?
“Advisers are acting like travel agents, selling clients a ticket to a seat on the aeroplane, when in fact, we should be thinking of ourselves as pilots, being with our clients throughout their […]
SARS closing loopholes for high-net-worth individuals
“The days of wealthy taxpayers’ tax compliance status not being fully tested by SARS are well and truly over,” Peter Dachs, head of ENSafrica’s tax department writes in Business Day. According to SARS […]
New tax laws – 10 key changes taxpayers need to take note of
The President has given effect to the 2020 tax proposals by signing three tax Acts into law that will introduce several big new changes for South African taxpayers: The Rates and Monetary Amounts […]
Six Social Media Predictions for Financial Advisers in 2021
The COVID-19 pandemic turned 2020 into an unprecedented year, leading to changes in the way we live and work. In 2021, some of these trends are likely to continue, reshaping everything from the […]
Updated lockdown level 3 rules – Are you compliant with amended regulations?
Adjusted Level 3 Regulations were gazetted on 29 December 2020 and contain further restrictions and stricter penalties for non-compliance with a view to curbing the spread of the virus while retaining a functioning […]
UK’s Business Insurance Ruling – FCA provides guidance for insurers
Following the legal certainty it sought on business interruption claims, it is to be hoped that the FSCA will follow the example of the UK regulator in quickly setting guidelines and principles for […]
