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, […]
Professional advice
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
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, […]
