Intermediary Bodies

COFI Bill – big changes ahead for FSPs

As South Africa's regulatory landscape continues to evolve, it’s crucial for financial service providers to stay ahead of the curve. With the COFI Bill poised to fundamentally reshape the way financial institutions operate and engage with clients, FAnews believes this article, written by Samantha Williams, Head of Legal and Regulatory Affairs at the FIA, provides important insight into the shifts underway - and why now is the time for FSPs to start preparing.

FPI Announces Results of Inaugural CFP® Capstone Assessment

The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.

Global research reveals how AI is revolutionizing financial planning

Three disruptors every financial adviser needs to prepare for

The fast-track implementation of the two-pots retirement solution has shone the spotlight on South Africa’s significant financial advice gap. In an ideal world, every household should have access to financial advice before making decisions that may impact long-term savings and investment outcomes. Unfortunately, vast swathes of our population have little, if any, contact with advice professionals.