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The need for specialist skills

The need for specialist skills

06 March 2013

In an era of ongoing change in the financial services industry, corporate and commercial brokers must bring industry specific skills to bear to add value to clients through innovative, cost effective and quality solutions.

Moonstone: Why single out Commission?

Moonstone: Why single out Commission?

04 March 2013

In my view, there appears to be an over-elaborate emphasis on the impact of commission in the provision of financial advice. We recently saw extensive rules and regulations published to bring law and order to the payment of a wide variety of incentives to

Moonstone: Retirement Reform Proposals in a Nutshell

Moonstone: Retirement Reform Proposals in a Nutshell

04 March 2013

If you have not yet come across the words “P-day” and “T-day”, rest assured that you will soon. The draft proposals circulated and discussed by the national treasury (NT) last year, were published as concrete proposals as part of the budget speech.

High turnover continues as financial advisers battle economic, regulatory hurdles

High turnover continues as financial advisers battle economic, regulatory hurdles

26 February 2013

The high level of turnover amongst advisers in the financial services industry continues as economic and regulatory pressures take their toll.

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If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

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Moonstone: Views on Risk Profiling

Moonstone: Views on Risk Profiling

26 February 2013
Brokers play key role in integrating risk

Brokers play key role in integrating risk

19 February 2013
Independent advice is still at the heart of our industry

Independent advice is still at the heart of our industry

18 February 2013
Moonstone: The Business of Advice

Moonstone: The Business of Advice

11 February 2013
Moonstone: Policy Replacement Requirements

Moonstone: Policy Replacement Requirements

29 January 2013
Moonstone: Compliance Officer Exemption from REs

Moonstone: Compliance Officer Exemption from REs

29 January 2013
Moonstone: FSP Numbers

Moonstone: FSP Numbers

29 January 2013
Moonstone: Expediency and the Ombud

Moonstone: Expediency and the Ombud

25 January 2013