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FPSA® status becoming the professional differentiator in the fiduciary industry

11 June 2013 | General

In 2011 the Fiduicary Institute of Southern Africa (FISA) introduced the examination that entitles successful candidates to apply for the professional status of Fiduciary Practitioner of SA (FPSA®). The exam was introduced with the outspoken aim of liftin

Moonstone: Hospital Cash Plans Under Threat

07 June 2013 | General

The article below is, in the main, an extract from a media release by ASISA. The Association for Savings and Investment South Africa (ASISA) warned that, if the abuse of hospital cash plans continues to escalate, life insurers may be forced to implemen

Moonstone: Short-term Remuneration Review

07 June 2013 | General

At the end of 2011, the FSB invited various industry bodies, representing both product providers and intermediaries, to respond to proposals on how remuneration could be “reformed” to ensure that it was fair to clients. A second focus would be on refining

Moonstone: Am I my client’s keeper?

04 June 2013 | General

Most of the Ombud determinations we reported on, had a negative outcome for the advisor involved. It is nice to come across one where the Ombud found in favour of the broker. This case dates back to 2008, with the late Charles Pillai presiding, as it were

quick poll

Question

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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