How professional indemnity fits into broker risk management
Overlooking crucial risk management steps can significantly affect brokers’ liability exposure and their PI insurance coverage.
#successionplanning
Common pitfalls in succession planning for small FSPs
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
A widow’s right to sell: surprising legal twist on a longstanding inheritance practice
The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
