When retirement dreams clash with reality: the case for early benefit counselling
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
#wealthmanagement
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
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Unlock your future: affordable pathways to qualifications in wealth management and short-term insurance
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
Cautious investors pivot to domestic assets as rand strengthens post-election
The stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.
Opportunity for young professionals to start their financial journey in the right way
Various financial practices will provide essential insights and guidance to young professionals at an event in Cape Town.
Unit trust outflows hit R6bn, but market performance pushes AUM higher
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
Education is key to improving your job prospects amid rising unemployment
Upskilling makes it more likely that you will land a job and advance your career. Here is what you should consider when choosing where to study online.
Carrick Wealth partners with UK investment group Marlborough
Marlborough’s Ireland-domiciled UCITS multi-asset portfolios will now be included in Carrick Wealth’s range of investment options.
Unlock your potential in financial planning through MBSE
2023 top achiever Devon Lumley shares insights into online learning, self-discipline, and goal setting to maximise students’ Moonstone Business School of Excellence experience.
Reach professional goals in 2024 by studying further with MBSE
As Moonstone Business School of Excellence’s 2024 enrolment deadline nears, insights from last year’s top achievers offer guidance to prospective students.
