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Moonstone: Latest Statistics Encouraging

27 July 2012

Earlier this week, there was a discussion on the regulatory exams on Radio Sonder Grense where a broker André, from Cape Town, said that, as far as he knows, the pass rate is between 10% and 15%. He added that, if he does not pass before the end of Septem

Moonstone: If FAIS does not get you…

20 July 2012

Many years ago, I was playing golf at Voortrekkerhoogte. At one stage, we walked past 1 Military Hospital, or 1 Mil, as it is better known. One of the players in our four ball remarked:

Moonstone: Professional Indemnity: Check the Fine Print

16 July 2012

An article in Sunday’s Rapport discusses the upcoming High Court case where a broker is disputing the jurisdiction of the FAIS Ombud. What is of particular interest to our readers, is the discussion of PI cover exclusions.

Risk profiling may pose a risk for clients – Absa

05 July 2012

Risk profiling tools used by financial advisers to develop the investment strategies of thousands of clients might be more of a hindrance than a help in building long-term wealth.

quick poll

Question

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

Answer

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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