Video interview: Lara Warburton, the managing director of Integral Wealth Management, shares why she entered the Financial Planner of the Year competition and what has stood out for her at this year’s FPI Professional’s Convention.
Video interview: Kirsty Scully, the chairperson of the FPI, and Lelané Bezuidenhout, the chief executive of the FPI, on the key take-aways from the Financial Planning Institute’s two-day convention.
Billy Seyffert, the chief operating officer of Moonstone Compliance, will share his insights on remuneration models in the insurance industry at the upcoming FPI convention.
The theme of this year’s convention reflects how the recent past will inform the future, accelerating the use automation, open AI, and digital evolution in financial planning.
