From Financial Adviser to Paraplanner: Is the Move Right for You?
More advisers are asking whether paraplanning is a better fit. What the role really involves, who thrives in it, and how to make the move without losing ground.
Read the article →Practical hiring guidance, regulatory explainers, career information and market observations from the Morton Moore team.
More advisers are asking whether paraplanning is a better fit. What the role really involves, who thrives in it, and how to make the move without losing ground.
Read the article →Life insurers are under growing AML scrutiny. Here is what a strong AML compliance specialist looks like, and how to hire one before the regulator asks.
Read the article →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 →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 →Three timed Morton Moore practice papers with instant marking and an explanation for every answer.
Read the guide →A practical preparation guide for the RE5 Regulatory Examination: scope, weightings, six-week study plan and exam-day tactics.
Read the guide →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 →The difference between the Representatives' exam and the Key Individuals' exam, and which one applies to your role.
Read the guide →How the Fit and Proper framework has evolved through Board Notice 194 of 2017 and what the current expectations look like.
Read the guide →How CPD hours are calculated, how many you need and where you can earn approved CPD through recognised Professional Bodies.
Read the guide →What the FAIS Classes of Business are, who needs which classes and where you can complete the training.
Read the guide →How the FAIS Act, FSCA conduct standards and FICA obligations affect role design, supervision and onboarding in financial services.
A career guide for senior Underwriters and Claims professionals considering a move between Brokers and Insurers, and what each side looks for.
Indicative salary bands across senior Insurance, Banking and Wealth roles in our three core markets.
What CPD hours are required, how to track them, and what employers should expect from licensed staff.
A short checklist to brief a specialist recruiter, so that the first shortlist hits the mark.
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.
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