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Intermediaries / Brokers

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Advisers need to start becoming their clients hero’s

Advisers need to start becoming their clients hero’s

21 May 2014 | General

If we look at the South African economic landscape, we can see that there are many factors contributing towards the current retirement outlook that many South Africans face. The reality is that a comfortable retirement is not an easily achievable goal.

Mediation may prove to be detrimental in exposing financial fraud

Mediation may prove to be detrimental in exposing financial fraud

14 May 2014 | General

Over the past two years, a major focus of the financial services industry has been the fact that industry regulators, and companies, have embarked on a major cost cutting programme. Different to austerity measures, cost cutting measures aim to improve the performance of companies and to make the financial services industry accessible to a greater sector of the population.

M&A to take centre stage as deal volumes remain steady

M&A to take centre stage as deal volumes remain steady

06 May 2014 | General

2014 is a landmark year for South Africa. Because of the events of the past two decades, there will be a lot of reflection on how the country has progressed over the past two decades, as well as what the future holds for the country.

FSB conducts on-site visit to test practical application of FAIS

FSB conducts on-site visit to test practical application of FAIS

15 April 2014 | General

The Registrar of Financial Services Providers (FSPs) paid Centriq Insurance a visit last year to conduct an on-site risk assessment to examine the practical application of the FAIS (Financial Advisory and Intermediary Services) act and other interconnected legislation especially from Centriq’s specialised insurance business point of view.

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If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

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Moonstone: Whereto with POPI and TCF?

Moonstone: Whereto with POPI and TCF?

28 January 2014 | General
Moonstone: Healthcare Distribution Remuneration

Moonstone: Healthcare Distribution Remuneration

27 January 2014 | General
Making huge strides towards an improved financial services industry

Making huge strides towards an improved financial services industry

22 January 2014 | General
Moonstone: Regulatory Examinations Review

Moonstone: Regulatory Examinations Review

09 January 2014 | General
Moonstone: Taking Stock

Moonstone: Taking Stock

12 December 2013 | General
Moonstone: Fees for Service Redefined

Moonstone: Fees for Service Redefined

25 November 2013 | General
Moonstone: FSB Fees Increase

Moonstone: FSB Fees Increase

25 November 2013 | General
Independent Financial Advisors key to high net worth individuals’ wealth management

Independent Financial Advisors key to high net worth individuals’ wealth management

25 November 2013 | General