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.
Succession Planning
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
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.
Succession and contingency planning for financial advisers
As a financial adviser, your basic function is to ensure that your clients make provision for the foreseeable, as well as the not-so-foreseeable future – the things that can happen, and those that […]
Succession planning: what financial advisers need to consider
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]
Is your succession plan in place and up to date?
Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]
Is your succession plan in place and up to date?
Rarely does life or business play out as intended. This is not only true for your client base and their life story, but also for you as financial adviser. According to Allan Gray […]
Business Continuity and Succession Planning – Part II
In Part I we discussed the close relationship between the two elements, stating that succession planning could be considered a subset of business continuity planning, and how the TCF requirements added a dimension […]
