Intermediaries / Brokers

Mastering Short-Term Claims Handling: A Guide for FSPs

What is my firm or client book worth

The increasing number of financial planning firm owners and lead advisers nearing retirement has put succession planning and business valuation under the spotlight. One of the most pressing questions is: What is my firm or client book worth?

Guiding customers through storms: how financial advisers can deepen trust during a crisis

Whether it’s a medical emergency, sudden job loss or overwhelming debt, life has a way of throwing people off course. These moments of personal crisis can shatter financial confidence, leaving individuals vulnerable and unsure of what to do next.

Advisers play a critical role in shaping financial outcomes

Government, regulators, and the private sector must work together to deliver fair customer outcomes across the financial services landscape. This inter-stakeholder collaboration sentiment was ‘top of the agenda’ at the two-day 2025 Financial Sector Conduct Authority (FSCA) Industry Conference, held in Johannesburg recently.