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Fintech under the microscope at the Annual Financial Planning Institute Professionals Convention

23 October 2017

Threat or opportunity? Industry experts examine the possibilities of fintech and robo-advisors for the financial advisory industry.

Regulatory changes proposed by retail distribution review seek to eliminate conflicts of interest

23 October 2017

In an industry under siege by fintech and robo advisors, it’s more important than ever that clients can trust their financial advisors.

Findings of the ‘Pathway to the Profession’ study by the Financial Planning Standards Board revealed at 29th FPI Professionals Convention

23 October 2017

Survey highlights the importance of setting competency requirements at the correct levels and eliminating barriers to entry in the financial planning industry.

Financial Planning Institute announces 2017 Financial Planner of the Year

20 October 2017

The Financial Planning Institute (FPI) of Southern Africa, last night at the FPI Awards Ceremony Gala Dinner, announced Mark MacSymon, CFP®, as the 2017 FPI Financial Planner of the Year in a hotly contested competition.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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