Insights

Market intelligence for financial services leaders and professionals.

Practical hiring guidance, regulatory explainers, career information and market observations from the Morton Moore team.

Latest insights

news

Morgan Stanley's Blockchain Approval: What It Means for Financial Services Talent in South Africa

Morgan Stanley has received preliminary bank approval to advance its blockchain infrastructure ambitions, signalling a pivotal shift in how global financial institutions are rebuilding their core systems. South African financial services leaders must now consider what this means for their talent pipelines, leadership capability, and technology hiring strategies.

Read the article →
news

SA Reserve Bank Holds Repo Rate: What It Means for Financial Services Talent and Leadership

The South African Reserve Bank's decision to hold the repo rate signals a prolonged period of cautious monetary policy, reshaping hiring priorities across the financial services sector. Senior leaders in risk, treasury, and credit are now in sharper demand as firms recalibrate their strategies.

Read the article →

Guides & primers

Practice

Free RE5 mock exams

Three timed Morton Moore practice papers with instant marking and an explanation for every answer.

Read the guide →
Qualifications

RE5 Study Guide

A practical preparation guide for the RE5 Regulatory Examination: scope, weightings, six-week study plan and exam-day tactics.

Read the guide →
Regulation

DOFA: how to read it and why it matters

What your Date of First Appointment is, where to find it on the FSCA Central Representative Register and why it drives every FAIS deadline.

Read the guide →
Qualifications

RE1 vs RE5 explained

The difference between the Representatives' exam and the Key Individuals' exam, and which one applies to your role.

Read the guide →
Regulation

Fit and Proper requirements over time

How the Fit and Proper framework has evolved through Board Notice 194 of 2017 and what the current expectations look like.

Read the guide →
CPD

CPD points: how the cycle works

How CPD hours are calculated, how many you need and where you can earn approved CPD through recognised Professional Bodies.

Read the guide →
Qualifications

Class of Business training explained

What the FAIS Classes of Business are, who needs which classes and where you can complete the training.

Read the guide →
Regulation

FAIS, FSCA and FICA: a hiring manager's primer

How the FAIS Act, FSCA conduct standards and FICA obligations affect role design, supervision and onboarding in financial services.

Career Guide

Moving from Brokers to Insurers

A career guide for senior Underwriters and Claims professionals considering a move between Brokers and Insurers, and what each side looks for.

Salary Insight

Financial services salary snapshot: Durban, JHB, CPT

Indicative salary bands across senior Insurance, Banking and Wealth roles in our three core markets.

CPD

CPD cycles for FAIS licensed staff

What CPD hours are required, how to track them, and what employers should expect from licensed staff.

Hiring Playbook

Briefing a recruiter for a financial services role

A short checklist to brief a specialist recruiter, so that the first shortlist hits the mark.

Request a Market Availability Review

Planning a difficult hire? We can give you an initial view of candidate availability, market overlap and likely search constraints before you commit to a process.

Apply for a Client Partnership