The FPI are pleased to invite you to an informative online masterclass focused on Retirement and Investment. The session will take place on May 23, 2024, and will be led by experienced subject matter experts.

As you move through your life, hit milestones, and amass assets, the one thing you always need to have a handle on is your insurance. As your life changes, so do your risks, and your policies should keep up.

Momentum Securities has unveiled a proprietary e-onboarding capability as part of its upgraded trading platform and app launch. The trading platform offers clients an effortless way in which to manage their trades online.

A recent Old Mutual survey reveals that half of the independent financial advisers who participated in the survey feel ill-equipped with the necessary information to advise their customers effectively on the new Two-Pot Retirement System that will launch on 1 September 2024.

Large retailers and banks pivoting to fintech are coming for funeral parlours’ piece of the insurance resale pie, but parlours can win back market share by adjusting their business models and bringing back good old-fashioned personalised customer service.

Join the Financial Planning Institute of Southern Africa NPC (FPI) at the Annual Professionals Convention on August 13th and 14th in Cape Town. Featuring keynote speaker Brian Parsley and networking with industry leaders. Elevate your career and company standing. Register now for in-person or virtual attendance.