By Lee Rossini As financial planners approach retirement, succession planning should be a strategic decision rather than a last-minute event. Industry trends show many planners nearing retirement age, expect their business to change hands in the next decade. A well-structured ...
Read More ...By Compli-Serve April 2026 has delivered a steady stream of regulatory developments from Namibia, reinforcing a clear trajectory: a more coordinated supervisory framework, continued legislative reform, and a sharper focus on conduct, AML compliance and consumer protection. While none of ...
Read More ...The following matter was handed down by the Financial Services Tribunal on 23 April 2026: · Parties: Boshomane v JSE, FSCA and Stadio Holdings Ltd · Case number: JSE1/2026 Key words Dismissed employee ‒ Jurisdiction of the Financial Services Tribunal ...
Read More ...The Guardian reports that BP’s board has faced an unprecedented level of shareholder resistance at its latest annual general meeting, with more than 50% of voting shareholders opposing the company’s plans to scale back its climate reporting. The revolt extended ...
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By Lee Rossini
The rise of sustainable finance in South Africa has brought ethical investing into the mainstream. However, it has also exposed a growing tension between genuine impact and marketing spin. The ethics of greenwashing and ESG (Environmental, Social, and Governance) investing are central concerns in the country’s financial services ...
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By Lee Rossini
As financial planners approach retirement, succession planning should be a strategic decision rather than a last-minute event. Industry trends show many planners nearing retirement age, expect their business to change hands in the next decade. A well-structured succession plan ensures business continuity, protects client relationships, and maximises ...
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By Compli-Serve
April 2026 has delivered a steady stream of regulatory developments from Namibia, reinforcing a clear trajectory: a more coordinated supervisory framework, continued legislative reform, and a sharper focus on conduct, AML compliance and consumer protection.
While none of the updates are unexpected in isolation, taken together they point ...
Read MoreOn 14 October 2006, Complainant went to Respondent’s furniture shop, Barnetts at Port Shepstone, Kwa-Zulu Natal. She wanted to buy a small television set and a small stove.
Gumede vs. JD Group (2008) (Credit Life insurance)
CONDUCT OF BUSINESS REPORT FOR THE PERIOD ENDING
By Lee Rossini
As financial planners approach retirement, succession planning should be a strategic decision rather than a last-minute event. Industry trends show many planners nearing retirement age, expect their business to change hands in the next decade. A well-structured succession plan ensures business continuity, protects client relationships, and maximises business value. Several options are available, each with advantages and disadvantages:
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