Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
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Yesterday, 2 October 2019, was World Financial Planning Day. This day was organised by FPSB (The Financial Planning Standards Board) to raise awareness of the value of financial planning, of having a financial […]
The Financial Intelligence Centre (FIC) recently had several queries from the media about whether it had acted lawfully in providing certain information to the Office of the Public Protector. “The FIC generally does […]
While Samsung and Koo are SA’s overall favourite brands, how did the financial services brands do in the TopBrands Survey? This survey, conducted by Kantar on behalf of Tiso Blackstar Group and the […]
While Samsung and Koo are SA’s overall favourite brands, how did the financial services brands do in the TopBrands Survey? This survey, conducted by Kantar on behalf of Tiso Blackstar Group and the […]
The ultimate objective of the financial advisor is to help clients prepare for the future using the various financial products available. If the financial advisor can minimise the number of traumatic experiences that […]
Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came […]
Background of the Tribunal The Financial Sector Regulation Act 9 of 2017 establishes the independent Financial Services Tribunal in terms of section 219 thereof. The Tribunal replaced the FSB Appeal Board and came […]
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are […]
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
The FSCA has just published PFA exemption notice no. 3 of 2019 that exempts certain funds from the requirements of sections 9a and 16 of the Pension Funds Act. What does the PFA […]
Financial education champions from around the world gathered in Cape Town last week for the FSCA-OECD Conference. The conference aimed to find innovative ways to prepare financial customers for current and future changes […]
Results of the 2017/2018 Old Mutual Millennial survey shows that better educated, tech-savvy and optimistic millennials – South Africans born between 1982 and 2000 – are more likely to seek financial independence and […]
