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Moonstone: What TCF is NOT

04 July 2013

When does Treating Customers Fairly (TCF) become a reality? In the original planning, January 2014 was indicated as the planned date for implementing legislative changes envisaged in the regulatory framework.

Moonstone: Fee for Service in Australia

02 July 2013

Due to new laws, the Australian Financial Advisory Industry is in a severe state of turmoil. Known as FOFA (Future of Financial Advice), this legislation was passed by the Australian parliament in March 2012.

Moonstone: Compliance Considerations

28 June 2013

Today, farming is possibly the only industry with a sharper rise in input costs than that of the independent financial advisor. For quite a while now, this important sector of the financial services industry is finding it impossible to absorb more regulat

Commercial Non-Life Insurance Brokers: Global Research

24 June 2013

Commercial non-life insurance broking markets outside of Europe and North America are growing rapidly and will account for 23.6% of the global market by 2016

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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