IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
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Regulator pushes for stronger PAIA enforcement amid low compliance by public bodies
The Information Regulator’s upcoming guidance note clarifies that direct marketing via phone calls falls under POPIA’s consent requirements.
Videos
Watch: MBSE launches RE training for FAIS representatives
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
Watch out for these tell-tale signs of a tax-filing season scam
Cybersecurity Joint Standard: commencement date confirmed
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Recordings of our Employment Equity Act webinars are available
Recording of Moonstone Compliance’s Fica webinar is now available
PSG Wealth buys IFA business to enhance its advisory capacity
It says many similar transactions will follow the acquisition of Progressive Wealth.
What can the UK teach SA about adviser firm consolidations and acquisitions?
There is an increasing focus on consolidation in the financial advice industry to manage challenges around succession and retirement.
