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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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
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.
