Author: Paul Kruger
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
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
Adviser rights are as important as those of consumers
Prejudicial treatment of advisers does not add to improving the image of the industry.
Santam alerts advisers to email interception cyber scam
Provides guidelines on how to avoid being caught out.
Criminals are now eyeing solar panels in South Africa
Are clients covered against such theft?
Will artificial intelligence replace personal financial advice?
The huge strides being made by developments in this field should be seen as a wake-up call for financial advisers.
Grave concern about increase in senior citizens applying for debt counselling
Instead of making provision for retirement, they are servicing debt.
Is business email compromise also a threat to advisers?
The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.
Don’t shoot me, I’m only the piano player
The bearer of bad tidings sometimes gets it in the neck, too.
Voetstoots or gatvol?
To be or not to be, that was the question for Mark Boucher and André de Ruyter.
Beneficiary nomination updates and crypto assets in a will
New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.
UK set to introduce deregulation in financial services
Government uses opportunity provided by Brexit to ‘cut red tape’ and ‘turbocharge growth.
Is ‘long Covid’ the result of people electing to vaccinate?
If you look at readers’ comments on Monday’s article, many think it is.
Santam introduces exclusions for losses following loadshedding and other electricity grid interruptions
No doubt, other insurers will soon follow suit.
Santam to appeal BIC judgment – Proposes joint appeal with Guardrisk
Following the Cape High Court finding that Santam was liable to pay qualifying policyholders under the Business Interruption clause related to contagious diseases, the biggest insurer indicated on Friday that it would appeal […]
Santam loses Business Insurance case – Helpers out, round number two?
On 17 November, the Cape High Court delivered a rather damning blow to the insurance giant’s hope of escaping liability under the business interruption clause, specifically as it relates to losses resulting from […]
Whose information is it any way?
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, […]
