Intermediaries / Brokers / General

How to Start Your Own FSP

Remuneration key to solving adviser retention

The ability to attract and retain talent is a common challenge across the financial services industry, and particularly in the financial advising discipline. It is no surprise, therefore, that the topic came up for discussion during a panel discussion featuring three young Certified Financial Planner (CFP ®) professionals, held at the 2024 FPI Professional’s Convention recently.

Succession lessons from financial practice experts

The cost and complexity of compliance and managing both client and ownership succession are among the significant challenges facing South African financial, risk and wealth advice practices, according to a trio of experts assembled for an informal panel debate recently.

The ongoing digital transformation of insurance broking

Artificial intelligence (AI) and big data are driving a shift from traditional broking methods towards dynamic, data-driven strategies aimed at enhancing customer experiences and anticipating their future needs. This transformation was the focus of a recent seminar hosted by the Insurance Institute of Gauteng (IIG), where a trio of non-life insurance experts gathered to present on the evolving landscape of insurance broking in the digital age.