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Netwealth AdviceTech Research Report
A recent report, designed for the Australian advice industry and technology companies that support it, attempts to sketch the road ahead. As we appear to be heading down the same rocky road, we […]
Aaron Motsoaledi wants to engage with people who are in favour of universal health coverage but have objections to the NHI Act.
Read moreA recent report, designed for the Australian advice industry and technology companies that support it, attempts to sketch the road ahead. As we appear to be heading down the same rocky road, we […]
Oliver Bekker, brand ambassador for Moonstone and Suitebox, saw a lifetime dream come true when he qualified for the 117th US Open golf tournament at the Erin Hills course in Wisconsin which starts […]
The Financial Sector Charter Council recently approached a number of people in the industry requesting that they register and submit their 2016 B-BBEE report. One reader actually submitted the form, together with his […]
The FAIS Registration department at the FSB sent letters to compliance officers and compliance practices in January requesting that all relevant details be updated. The response, according to the department, was extremely poor, […]
We recently discussed two determinations made by the Ombud for Financial Services Providers in which she found that the respondents were lacking in their duty to provide clients with a reasonable explanation of […]
The Council for Medical Schemes (CMS) has noted the Constitutional Court judgement on the appeal matter brought by Genesis Medical Scheme against the Registrar of Medical Schemes and the CMS. The Constitutional Court’s […]
We would like to add our congratulations to the following providers who were voted tops in terms of product, relationship and service to the country’s financial advisors and insurance brokers. Short Term Insurer […]
The recent Molate determination, in which Discovery Life was held liable for losses incurred after the death of a life assured, again raises the issue of objectivity with the benefit of hindsight. Background […]
A recent article in Thinkadvisor, an American publication for financial advisors, discusses what I believe is a critical concern for us: When is enough too much, or too little? Below are some excerpts […]
On Monday we reminded subscribers of the 30 June deadline for the submission of financial statements where their financial year ended on 28 February. Subsequently, we received a number of enquiries about applying for an […]
The phrase “Friends, Romans, Countrymen, lend me your ear” was not uttered by Vincent van Gogh after the painful self-inflicted loss of his hearing appendage. A recent FAIS Ombud determination reminded me of […]
Last week was not a good one for the 172-year old Assurer. News of a rather embarrassing Ombud determination was followed by the news that unauthorised access was gained to some of its […]
Global professional services firm Aon collaborated with global software provider SuiteBox to roll out its digital workspace technology to its Australian adviser network, to streamline their advice process and provide improved client experience. […]
The latest hearings schedule of the FSB Appeal board contains details of three appeals against decisions made by the FAIS Ombud in 2016 which are to be heard in June 2017. The Wallace determination […]
On Tuesday, David Ferguson, founder and chief executive of Nucleus Financial Group in the UK, speaking at the Sanlam i3 Summit, said RDR and all the associated legislation introduced in the UK in […]
In April I reached that age where the company rules determine that the time has come for me to follow Paul Simon’s advice: “Slow down, you move too fast, you’ve got to make […]